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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
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| 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
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| Changes in Law |
- Federal and State Income Tax
- Federal Estate and Gift Tax
- PA State Law Regarding Trusts and Probate
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Staying Current
