The following situations should trigger the need to seek immediate legal help to review or revise the family’s current estate and tax plan:
This list is not meant to be all inclusive and are only some of the situations that may require revisions to an estate plan.
“Steven has been providing outstanding legal advice to me for seventeen years. He is THE authority on estate planning and financial planning. Steven is a compassionate and thorough attorney who thinks of every possible contingency. He easily explains complicated issues, and it has been my pleasure to recommend him to my friends.” Gwen Bland