Consider a “Restatement”

Posted Posted in Beneficiaries, Estate Planning

Ask Cale Beck, ESQ – Consider a Restatement – Updating Your Trust When a client executes an estate plan, the idea is that the plan is perfectly tailored to suit the client’s needs at that moment and for the foreseeable future.  However, for better or worse, the only real constant in life (I suppose in addition to death and taxes) is change!  The way your life looked 10 years ago, and the situation that your […]