Given this continuous process of change, your estate plan will not accomplish its purpose if it is never updated. The costs of failing to update are typically far greater than keeping your plan current. A good Estate Plan changes along with you and adapts to your changing circumstances; it meets your changing goals and keeps you in control of the process and the results.

It is not about documents — It's about results! The key to proper estate planning is clear, comprehensive, customized instructions for your own care and that of your loved ones. We find that most of our clients are served with a properly drafted estate plan backed up by our three step strategy:

• Work with counseling oriented advisors
• Establish and maintain a formal updating program
• Assure fully disclosed and controlled

Family Estate Planning

• The Plan
• The Maintenance Program
• Succession
• Affluent Individuals and Families