714-385-0044 detlaw@hotmail.com

Amending Trusts

Reviewing and Amending Your Living Trust Estate Plan

Los Angeles – Riverside – San Bernardino – Orange County – California

Reviewing Your Estate Plan

As an estate planning attorney, I recommend that you review your Estate Plan, Living Trust, Will, Durable Power of Attorney, and other Estate Planning documents once a year.

A good time to do this is at tax time, as you are already going through papers and reviewing your finances.

Request My Review

My clients know that they have the option of requesting a formal review by me.

Perhaps you already have an Estate Plan or Living Trust prepared by someone else.   If so, chances are that I can make it significantly better.

Remember that an outdated or inadequate Estate Plan may be worse than no plan at all.

Amending Your Estate Plan

The circumstances which guided your decisions when you originally set up your Estate Plan 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 life, and your Estate Plan or Living Trust needs to keep pace with those changes.

In addition, tax laws change sometimes affecting the existing Estate Plan.  This is another reason to review your estate plan during tax season, so that you can inquire with your accountant about any tax law changes that affect your estate plan.

 

Protect Your Rights and Assets

Frequently reviewing your estate plan is very important, and should not be overlooked.

Call me directly at 1-714-385-0044 to schedule a consultation

 

Primary Services

Amending Trusts

Business Planning

Estate Planning

Living Trusts

Naming Guardians

Pet Trusts

Special Needs Planning

Trust Funding

Protect Your Rights and Assets

Call the California estate planning attorney you need directly at 1-714-385-0044 to schedule a consultation or email me.

DwightWPStateBarLogo

Dwight Edward Tompkins, Esq.

Location

171 S. Anita Dr. Ste.119
Orange, CA 92868

Tel :

+1 714 385-0044

Fax :

+1 714 385-0066

The information on this website is for general information purposes only. Nothing on this site should be taken as legal advice for any individual case or situation. This information is not intended to create, and receipt or viewing does not constitute, an attorney-client relationship.

Copyright 2020. All Rights Reserved. Developed by Web Search Pros | Terms and conditions | Privacy Policy