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When Is It Critical to Review Your Estate Plan and Why?   Like other important life tasks, your estate plan deserves your continued time and attention. We recommend that you work with us to review it every three to five years (or more frequently, depending on your circumstances). Think of it a...

People work hard for the wealth they have obtained, and so for many, it is hard to give up control over it while they are alive. Even more so, they still want to have a say in what happens to their property upon their death. In the meantime, a living trust is established and funded with some asse...