• Ron Suggs

10 Reasons To Have Your Estate Plan Reviewed


10 Reasons To Have Your Estate Plan Reviewed

1. Marriage

2. Divorce

3. Birth of Children

4. New House

5. New Job

6. Retirement

7. Death in the Family

8. Change in Finances

9. Change in Beneficiaries

10. If it has been more than 5 years since you had your Estate written or reviewed

If you have experienced any of these situations, please contact us for a estate plan review. We would be happy to help make sure your plan is working the way you intend. If your plan is working, you can breathe easy for a few more years. If there are updates that are necessary, we will work with you to make the changes that are needed. Don't set your plan and forget it. Be Prepared.

#review #EstatePlan #BePrepared #beneficiary #marriage #family

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The information contained on this website is for informational purposes only. Sending a contact request alone does not constitute an attorney-client relationship. Nothing on this site is to be taken as legal advice as each case is different and will be handled as such. Ron Suggs is licensed to practice law only in the State of California.