Thursday, November 10, 2011

Time For an Estate Plan Tune-Up | Houston Wills and Trusts Law Firm

Most people are smart enough to keep their cars in good working order--it requires tune-ups, an annual physical check-up, etc. But I am always surprised by the common misconception about how often they should have their estate plan reviewed. 

You see, most people see estate planning as something you "do once" and never have to think about again. That is just flat incorrect. Just like your health can take a dramatic turn (for the better or worse) in a year, your estate planning decisions can change dramatically in a short period. Sometimes, something as simple happens as the people you have identified to serve as the guardians for your minor children move out of state. That is just one of many good reasons to revisit your estate planning decisions.
 
Your estate plan is a "living and breathing" plan (at least when done right) and therefore has to be maintained to reflect your life as it is today.  That is why I have a special offer for my clients and friends in this week's Strategy Note (see below).
 
If you have already prepared your estate plan--congratulations!  But now is the time to make sure that what you have put together will suit your needs NOW. 
 
So, if you don't have your estate plan in place, make today the day you take this important step for yourself and your loved ones.  And, if you have already taken this important step...let's (together) make sure it lasts.

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SPECIAL OFFER
NO CHARGE Estate Plan Review
Learn how you can protect your assets, and have control over the way they are passed on to your loved ones--at no charge!
Limited to first SEVEN Respondents Only
Email me or Call: 281-218-0880 to set up this special session
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