Over time, your assets will change, your family will change, the law will change and your life will change.
Your plan must accommodate all of these changes in order to make sure your plan works when your family needs it the most. If your plan is not properly updated over time, your documents become worthless – worth no more than the paper they were printed on. And the costs of failing to update are typically far greater than keeping your plan current.
In addition, we ensure your assets are owned in the right way throughout your lifetime. There are currently billions of dollars sitting in State Unclaimed Property depots and we never want to see a penny of your assets there. Or for your family to be stuck dealing with the Court when you’ve worked so diligently to make things as easy as possible. That’s why we prepare a Family Wealth Inventory of your assets and keep it up to date year in and year out. So your loved ones can always locate what you own and how you own it, if and when necessary.