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Why It Is Critical To Review Your Estate Plan Periodically (especially us women!)

By Kristina R Haymes

From the Desk of San Diego Trust Attorney (located in Carmel Valley/Del Mar 92130), Kristina R. Haymes: I write this post with a little bit of a heavy heart… Sometimes it is too late to fix things that are not right or how you want them to be… At Haymes Law Group, we review all of our clients estate plans, trusts, irrevocable trusts, wills, financial powers of attorney, children guardianship and medical powers every three years.  This is the minimum amount of time that should go by.  For our clients on our VIP membership program, we will review and update their plan once per year. Here’s why… (all names and details have been changed to protect privacy and confidentiality, this is a fictitious example based upon various real life events) Sam and Sally Smith of Rancho Santa Fe, California have been married for 25 years and have two children together John and Mary...continue to full post

Full post as published by Mediation Marketing Tips on September 07, 2010 (boomark / email).