It is very common for clients to ask us how often they need to review their estate plans or update their documents. Every client’s situation is unique, so it is difficult to establish hard and fast rules as to when reviews or changes are needed. Typically, a review of your estate plan is prompted by a change in circumstances or a change in your intentions. Below is a list we have compiled to assist you in determining when you should review your estate plan.
CHANGES IN FAMILY STATUS
RETIREMENT PLAN ASSETS/IRAs
ANNUAL CHECKS, IF
If you ever have a concern about whether a change in circumstance merits a review of your estate plan by us, please call, and in many circumstances, we will be able to tell you over the phone if further action is necessary.
The Strong Firm represents borrower in $42.3 million HUD construction loan for multifamily real estate development in Walton County, Florida.Read More
The Strong Firm acts as legal counsel for borrower in $32.1 million HUD construction loan for multifamily real estate development in Conroe, Texas.Read More
The Strong Firm aids borrower in $31.7 million HUD construction loan for multifamily real estate development in Nueces County, Texas.Read More
The Strong Firm represents borrower in the refinancing of a $3.57 million commercial mortgage-backed security for a commercial office facility in Montgomery County, Texas.Read More
Use our easy-to-use and secure online payment feature.
We accept all major credit cards.