Eagle Estate Services Plan Reviews
How can your family benefit from Eagle Estate Services plan reviews? If you created an estate plan several years ago and have not revisited it, you may need to consider reviewing your planning.
When is the right time to pursue an Eagle Estate Services estate review?
It is a good idea to review and, possibly, revise your estate plan with some frequency, at least annually, depending on your personal situation. This becomes increasingly important as we age and as the time for disposition of our assets nears. Make sure that your estate plan is airtight by consistently reviewing and updating it with the help estate reviews by Eagle Estate Services.
When should you schedule Eagle Estate Services plan reviews?
Life comes with a lot of changes, many of which may affect your estate planning in unexpected ways. In addition to the typical marriages, divorces, births and deaths, other major life events can also affect your need for an Eagle Estate Services estate review.
Our qualified team members can help you with periodic annual reviews, but you may also need to revisit your documents when:
- Children or grandchildren reach the age of 18
- Family members require financial help for education expenses or other reasons
- Your spouse becomes severely ill or disabled
- Your business endeavor reaches a milestone
- Federal or state laws change
- You receive a large inheritance
- Or your executor or trustee dies or is incapacitated
When it comes to regulatory changes, Eagle Estate Services representatives can help you understand the modifications and the way they may alter your estate plan needs. We make sure that our clients are informed about changes in legislation and regulations that could impact their future financial state. That’s the Eagle way — the close attention you deserve, coupled with the in-depth information that can help you make the best choices for your future.
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In addition, Eagle Estate Services plan reviews can help ensure that your estate is distributed in the way you prefer after your death. We make sure that your estate plans are aligned, your documents are properly filed, and your estate strategy is coherent and easily enacted. Instead of taking a risk with a DIY approach, why not work with an established team at Eagle Estate Services? We can help you develop a plan that meets your needs, budget and schedule. Work with one of our knowledgeable professionals or attend an introductory workshop today. Contact us now to get started.