Review Your Family Trust Annually
We recommend that you review your Family Trust annually. An in the office review often results in improvements and updates to make your trust better.
When Should You Amend Your Family Trust?
The circumstances which guided your decisions when you originally set up your Family Trust will change due to family and financial changes, such as, family births and deaths, marriages and divorces, bankruptcies and inheritances, changes in family relationships, purchase and/or sale of real estate, etc. Change is a part of your life, and your Family Trust needs to keep up with those changes. Changes in the law may also require an amendment to the estate plan.
Call today 1-714-385-0044 to schedule a consultation or email.