Good news, bad news. Good news, many years ago you had a Will prepared. Bad news, you haven’t reviewed it since you stored it in a “secure” location. This holiday season, give yourself the gift of peace of mind and review your estate plan.
There are many reasons to review your existing estate plan, including, changes to the tax and gifting laws, children reach adulthood, a substantial increase in the value of your estate, grandchildren, in-laws and sadly, death.
At Rosenn Jenkins & Greenwald, LLP, our estate planning attorneys work with you and your advisors to review and develop a wealth accumulation and distribution plan that matches your goals and wishes. To learn more about these services, visit https://www.rjglaw.com/estates-tax/