Time for a Do-over

Estate planning is not a “one and done” affair. Over time, your estate plan gets stale due to change in law, change in family, change in assets, and change in attitudes. Is it time for you to have an estate planning do-over? If you haven’t reviewed your estate plan in the past few years, it is time for you to re-think your plan. And be warned: if you have a pre-2013 estate plan, it may actually cause more harm than good in the current post-ATRA environment, especially if you have a classic A/B trust.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

%d bloggers like this: