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Have you checked your Estate Plan?

November 1, 2013 by Morris Hall, PLLC Leave a Comment

Shutdown.  Compromise.  Surrender.  Hostage.  Sequester.  Debt Ceiling.  Default.

Are you feeling positive?  Is anyone?

Most of what we have organized in our lives has been founded upon assumptions about the continuity of some basic principles and procedures.   In a related matter, our votes to select state and federal representatives have been based on our understanding of and confidence in how our candidates would represent us.  At an even deeper level, our actions have rested in large part upon faith in the system (of government, of financial institutions, of relationships, and of security).

How many of you feel so sure now?

It is certainly time to reevaluate our philosophy, our perceptions, and our planning.

Many have prepared estate plans to provide current and future protections for ourselves, and for our beneficiaries.  Our plans have been created upon the above assumptions, and our faith that what we have seen before, we can expect if some familiar form in the future.  Not so sure now.

In light of the hyper activity of the last weeks, most plans should be reviewed.  In addition to the current furor, there have been many changes in laws and legal strategies that have a tremendous impact upon every estate plan.  Surprisingly, most of the changes have been positive, if properly implemented.

The fact that you have an estate plan does not mean that you are covered in all eventualities.  Virtually all plans must be examined and revised to take advantage of the good changes, and to add additional protections against the few bad changes.

For almost 20 years, the exclusive focus and practice of MH has been estate planning.  We have found that it is impossible to stay current with all the changes and possibilities without sole and complete dedication to this important area of the law.

We invite you to come in for a free consultation to see where your plan stands in light of the significant changes.

 Contributed by MH Phoenix, Cave Creek and Flagstaff Estate Planning attorney B. West Hunsaker.  

Why Choose Morris Hall:
You have a number of options when it comes to estate planning, so why pick Morris Hall?  First off, estate planning and asset protection are a very complicated endeavor and you should only trust someone who focuses exclusively on those matters.  Also, MH is a proud member of The American Academy of Estate Planning Attorneys (AAEPA) which provides us additional support, advanced training, tools and information that is not available to others – which means that we can better protect your assets and your loved ones.  We are one of only two firms in Arizona that belong to the AAEPA and are the only firm in that has been granted membership.  If you have assets and loved ones that you want to protect, you are in good hands with MH.  Contact us today at 888.222.1328 to schedule an appointment!

This blog should be used for informational purposes only.  It does not create an attorney-client relationship with any reader and should not be construed as legal advice.  If you need legal advice, please contact an attorney in your community who can assess the specifics of your situation.

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