Ongoing Relationship

Things change. The unexpected happens. Over the years our clients have experienced all of what life can throw at them (except for winning the lotto!). Often times it is for the best and sometimes it is for the worst. Whether it is a career change, a new addition to the family, receiving an inheritance, drug addiction, illness, or the “teenage” years, we invite you to keep an open line of communication with us so that we can adjust your estate plan as necessary to fit your life. We want our clients to keep in contact. Frankly, it is the relationships with our clients that we enjoy the most. 

Plus, when your minors get to the magical 18 years of age and can declare their “adulthood” – we need to do some basic planning for them as well!