Estate Planning: A Process, Not an Event

You have signed all of your estate planning documents and, if your plan includes trusts, completed their funding. You sit back, relax, and enjoy the peace of mind that comes with completing that task. But don’t bask in that feeling for too long – estate planning is an ongoing process, not a one-time event.

[Still unsure of what the term “Estate Plan” means? Click here to watch & hear me explain further in this video: http://www.youtube.com/watch?v=QjWtCPl947o&list=UUZReC3JLutCu4AU9vX11Slw&index=3&feature=plcp ]

Let’s examine why your estate plan will need to evolve to keep pace with your life, family, and finances as they change, events that should prompt you to consider making changes, and planning opportunities that can arise along the way.