When Is It Time to Review My Trust?
You should also review your living trust at least every couple of years. The law changes, your circumstances change, and other planning needs may emerge.
If you do not already have a living trust in place, you know that you should. A fully-funded trust avoids probate, saves money, and keeps your family out of the court system. A living trust is the cornerstone of your estate planning.
Note: This article provides information, it does not constitute legal advice.
Gilfix & La Poll Associates LLP attorneys practice elder law and estate planning and are available to answer any questions about Trusts, Durable Powers of Attorney for asset management, Advance Health Care Directives, and any other appropriate planning options.
Our legacy can help you walk through the legal process and provide peace of mind.