At most estate planning law firms the relationship ends when you sign your documents. At Morgan Law Group we see the signing of your estate planning documents as just the beginning of our relationship with your family. And that’s how it should be because your life will change, your assets will change, and the law will change. Your plan needs to change along the way, as well.
Make Sure Your Plan Changes with Your Life, Your Assets and the Law
Over time, your life will change, your assets will change, and the law will change and your family will change. Your plan needs to change along the way, as well.
Your plan must accommodate all of these changes in order to make sure your plan works on that day when your family needs it the most.
If your plan is not properly updated over time, your documents become worthless - worth no more than the paper they were printed on. And the costs of failing to update are typically far greater than keeping your plan current.
In addition, we have systems in place to help make sure your assets are owned in the right way throughout your lifetime. That’s why we prepare a Family Wealth Inventory of your assets and guide you to titling your assets correctly.
3 Year Plan Review Is Included with Every Plan
With each of our estate plans we include a no-charge three-year review to ensure that as your life changes, so does your estate plan and to confirm your assets are held properly for maximum protection.
In addition, we ensure your assets are owned in the right way with a Family Wealth Inventory of your assets. This is reviewed at our 3 year review meeting to keep it up to date. It also ensures your loved ones can always locate what you own and how you own it, if and when necessary.
For more information about our systems, please schedule a Family Wealth Planning Session and let’s review what you own, who you love, and what would happen under your current plan, or the State’s default plan for you.