Estate Planning Tune-Up Time

There are certain live events that will trigger the need to have your estate plan reviewed and possibly updated.

Some of these live events can include:

• marriage
• divorce
• birth
• adoption
• death of a spouse
• move to a different state
• change in assets
• change in tax laws

When you become a client of Morris Hall, we will contact you every three years, to remind you it’s time for an estate plan review. Of course, if there are law changes prior to this time, we notify our clients immediately; and if you just want a review, please contact us.

If you are not yet a client of Morris Hall, please contact us to schedule a no-cost review of your existing estate plan or to discuss the creation of a new plan.

 

What the Attorneys of Morris Hall Can Do For You:

The attorneys at Morris Hall have 100’s of years of combined experience ensuring that families’ assets are protected from probate, unnecessary taxes, creditors, ex-spouses and Medicaid spend-down.  The attorneys also help those in Arizona and New Mexico to apply for and receive Medicaid assistance and Veterans Benefits.  Our Arizona offices are located in Phoenix, Mesa, Scottsdale, Cave Creek, Tucson, Prescott, Flagstaff and Arrowhead.  Our New Mexico offices are located in Albuquerque, Las Cruces and Santa Fe.  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.