EVERYTHING A BABY BOOMER SHOULD KNOW
As the Greek philosopher Heraclites claimed as an axiom of eternal truth, “The only thing that remains the same is constant change.” Because the times are still changing so should your estate plan when certain events occur.
Your plan needs to be reviewed and updated on a periodic basis, such as every three or four years as the children advance from high school to college to marriage, to divorce, etc.
For example, it is malpractice for an attorney not to advise his client in writing that they should update and revise their will after their divorce has been finalized, or even before.
Other routine changes that trigger an automatic review of your Living Trust or Will are marriages and/or separation after marriage; a new birth or death in the family, a change in your job or financial fortune, inheritance from your parents, a change in your health condition, changes in the tax law, etc.
There's much more...
An Insider's Guide to Estate Planning
TO ESTATE PLANNING:
KNOW WHAT YOU’RE TALKING ABOUT!
Why pay money so an attorney can try and explain the difference between a Bypass Trust and a QTIP Trust, when this book will answer that question long before you have to pay for a consultation?
This guidebook helps you map out your estate plan so it goes exactly where you want it to go. It explains the tools you need to give away or preserve your money, homes, businesses, heirlooms, cars, boats, jewelry, tools, art, memorabilia, and every other artifact of life you have accumulated over the last 45 to 65 baby booming years.
Mark S. Cornwall, Esq.
210 E. Figueroa Street
Santa Barbara, CA 93101