Orange County California
Trust Attorneys

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Orange County estate planning attorney discusses the need to review an estate plan every 5 years..

Reasons to Review An Estate Plan Every 5 Years

Most people consider do not consider the many reasons to review an estate plan unless something has happened, but one major consideration is that the law often changes and brings about the need to update estate plans. Coming in and having your current estate plan reviewed in order to make sure that you are up to date with all the latest tax laws. Our legal team is always studying in continuing legal education to stay at our best and to offer you the best options to help keep your estate plan meeting your wishes.

We offer a many different resources and pamphlets on the subject of creating, updating and implementing estate plans. Our attorneys spend a great deal of time keeping up to date on the latest laws and changes in the tax code. We encourage everyone who has an estate plan that is more than 5 years old to have it reviewed.

We also offer a regularly scheduled seminar in our office to help people determine what the best options are for them in their estate planning needs. We hope you sign up for one of our seminars to help you find your best options. We regularly conduct free seminars designed to teach about the benefits of creating an estate plan. The seminars are held on-site at our Anaheim office inside of our “classroom”. We offer light snacks and refreshments to the attendees and the group is often small and intimate, which allows for questions to be asked comfortably and for a very relaxed environment. Please encourage your loved ones to attend the seminar so that they may learn more about the estate planning process and benefits.

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Due to the CoVid19 virus California has issued a Stay-at-Home order. We understand how important the health and safety of our clients, and our staff is. We are complying with this order by continuing to work from our homes. While we are not in the office, we are still here to answer your questions, conducting consultations for review, and initial appointments by phone and email during normal business hours. We know that in this time, more than ever, it is important to have peace of mind about your estate planning. We are here to help you through this. Call our office number or email us and we will respond as quickly as possible.