Matthew Erskine’s Blog
When Life Changes, Your Estate Plan Should Too
As life evolves your estate plan needs to be updated. Life events such as moving, getting a new job, having a child or grandchild, selling a major asset, or experiencing a medical condition can significantly impact the administration and distribution of your estate.When Life Changes, Your Estate Plan Should Too
Client Estate Plan Review Checklist
Estate planning is an ever-evolving process that requires attention. Regular reviews will ensure that your client's plan remains in sync with their life and accurately reflects their wishes. Here is a comprehensive checklist to guide you through the captivating process of reviewing client estate plans.