KEEPING YOUR PLAN CURRENT
For estate planning clients of Eckert Byrne only.
At Eckert Byrne, we believe estate planning is not a one-time transaction, but an ongoing process that should evolve as your life changes. An estate plan that worked well five or ten years ago may no longer reflect your family, your assets, your goals, or the current law. Reviewing your plan regularly helps ensure that it continues to protect the people you care about and carry out your wishes as intended.
We view our relationship with our clients as a long-term partnership. Our client maintenance services are designed to help your estate plan grow and change with you, so that it continues to accomplish the goals that were important when it was created as well as the goals that have become important in the years since.
Changes in your personal life are only one reason to revisit your plan. Estate planning laws, tax rules, financial institutions, and planning strategies change over time as well. Even if nothing significant has changed, a periodic review can identify opportunities for improvement, confirm that your plan is working as intended, and provide peace of mind that everything remains in order.
