Maintaining Your Legacy: The Importance of Regularly Reviewing Your Estate Planning Documents

Estate planning is a dynamic process that adapts to life’s ever-changing tides. It’s not just about drafting documents; it’s about ensuring they evolve with you. This is why periodic reviews of your wills, trusts, powers of attorney, and other related documents are critical.

Life events like marriage, divorce, the arrival of a new family member, or the loss of a loved one can shift the landscape of your wishes. Financial fluctuations and changes in property ownership can also influence the efficacy of your existing estate plan. Moreover, with the legal and tax environment in constant flux, staying abreast of new laws and regulations is crucial to safeguard your legacy against unintended consequences and to harness potential benefits.

It’s recommended to revisit your estate plan every three to five years, but certainly when significant changes occur. This ensures your documents are not just a record of past intentions but a reflection of your current wishes and circumstances. By keeping your estate plan up-to-date, you protect your legacy and provide clarity and comfort to your beneficiaries.

Let us help you keep your estate planning documents in line with your current life scenario. Reach out for a review, and take the proactive steps necessary to secure your legacy and ensure your estate is managed according to your precise wishes.

Advisory Services offered through Nepsis, Inc.; An SEC Registered Investment Advisor.

Your goals, our process. Everyone has a different destination in mind, requiring a different roadmap. Our Clarity Roadmap® solution keeps you moving in the right direction helping to reach your long-term goals.
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Taxes play a major role in your overall plan and we believe it is paramount to be proactive instead of reactive. Our team executes strategic tax planning solutions to allow you to maximize income, minimize taxes and take advantage of financial opportunities.

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To ensure your assets are carried on to the people and causes you care about most, we work closely with you to structure your plan and protect your assets properly.

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Through the utilization of Separately Managed Accounts (SMAs), your investments are tailored to you and you alone — designed and managed to help you reach your goals.
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Our dedicated team identifies the instruments and policies needed to provide protection and care for your family, legacy, and material assets.
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Our attorneys work with you to provide insights and solutions on critical strategies for Trusts, Estate, Wealth Preservation, Legacy Planning, Charitable Giving, and others.
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As unique as you are, our solutions are designed around you, your family, and your business. We help you turn the challenges you face into opportunities for growth and security.

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