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Too often it has been found that once someone completes an estate plan, updates are not made with major life events. Often 20 years will go before updates are made. At Lederer Law we strongly believe in the value of a periodic review. Included with every Lederer Law Estate Plan is a free 3-year review of your documents. We will also be glad to review outside documents prepared for you as part of our initial consultation.

Since your last document preparation, have any of these events happened within your family???

Changes with your Beneficiaries
  • Birth
  • Death
  • Relocation
  • Marriage
  • Divorce/Separation
  • Adoption
  • Illness
  • Economic Trouble
  • Financial Windfall
Changes in your Financial Situation
  • Increase or Decrease of Assets
  • Change in Insurability – Life Insurance
  • Change in Employment
  • Change in Business Interests
  • New Property
  • Change in your Health
  • Retirement
  • Retirement Plans
  • Change of Residence to Different State
 
Changes in Law
  • Federal and State Income Tax
  • Federal Estate and Gift Tax
  • PA State Law Regarding Trusts and Probate
 

 

 
     
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