Legacy Protection Program

Many things change during our lifetime that warrant an update of our estate plans. Families change, assets change, laws change, etc. Many estate plans do not accomplish the maker’s desires because he or she failed to update the plan on a regular basis. The Legacy Protection Program, our formal updating approach, resolves the problems that can and will occur if regular updates are not made.

 

For the members of our Legacy Protection Program, we will change or update their estate plan as often as is reasonably desired. Further, every two years, we encourage all of our LPP clients to meet with us for a review of their assets and all of the details of their estate plan. We then make any desired changes to their estate plan and prepare new, updated estate planning documents that reflect the latest changes in law and any new provisions.

 

We believe that post-death administration of  our LPP clients’ plans will be easier and smoother thanks to these regular “checkups.” Accordingly, should the client’s family desire to hire our team to handle the post-death administration, we provide such services for a reduced fee.