Estate plans, wills, parenting plans can be a checklist item. Once done, they go in the drawer and we hope to never have to use them. These plans are an investment. An insurance policy of sorts. However, like market investments strategies, they need to be reviewed to take into account changes in the economy, risk tolerance, and growth goals.
Estate plans, wills, and parenting plans are much the same. If they are going to serve us when we need them the most - during times of crisis and conflict - they have to stay updated and relevant to your life circumstance.
At Tooher and Contreras Law, we offer annual refresher plans to ensure your relevant documents continue to serve your needs. Take your plan out of the drawer, and we will provide a review and recommendations for $199. If your plan needs to be re-done, we will credit the $199 towards the update.
Author: Colleen Contreras, Owner/Founding Member of Tooher and Contreras Law, PLLC