Morris Hall, PLLC

Estate Planning Attorneys

MakePayment with multiple options
CALL NOW: 1 (888) 222-1328
  • Home
  • Our Firm
    • About Morris Hall
    • Attorneys
    • Our Team
    • Morris Hall Core Values
    • Communities We Serve
      • Carefree
      • Flagstaff
      • Mesa
      • Oro Valley
      • Phoenix
      • Prescott
      • Scottsdale
      • Sedona
      • Tucson
    • Career Opportunities
  • Estate Planning Services
    • Advanced Estate Planning
    • Asset Protection
    • Power of Attorney
    • Trust Administration and Probate
    • Wills and Trusts
  • Resources
    • Blog
    • Do I Need an Estate Plan?
    • Elder Law Reports
    • Elder Law Resources
      • Phoenix Elder Law
      • Tucson Elder Law
    • Estate Planning Problems
    • FAQs
    • Probate Resources
      • Probate
      • Flagstaff Probate
      • Phoenix Probate
      • Sedona Probate
      • Tucson Probate
    • Published Books
      • Don’t Go Broke in a Nursing home
      • Tax Free Money for Long-Term Care!
    • Recent Law Changes and Improvements Affecting Arizona
      • Update My Living Trust
    • Reports
    • Videos
    • What to Do When Death Occurs
      • What Not To Do When Someone Dies
      • Who To Contact After A Loved Ones Death
  • Reviews
    • Testimonials
    • Review Us
  • Locations
  • Events
    • Seminars / Webinars
    • Past Webinar Recordings
  • Contact
    • Consultation Policy
    • Contact Us
    • Discounts

The Choice Is Yours: Don’t Lose Your Chance to Make It, 1/31/2007

Why Is It Important to Review Your Trust?

You’ve created and funded your Revocable Living Trust…what now?

Every three years you should be seeing your estate planning attorney. Why? Well what I’ve noticed is that generally within about three years there are often changes that affect your trust document.  These changes could either be law changes that affect important provisions to your trust, or more commonly, personal changes. Both of these changes are very important for making certain that your documents work accordingly.  Law changes are fairly self-explanatory, but personal changes can be a birth in the family, a death, divorce, a change to the beneficiaries or distributions, a change to the assigned trustee, change in desired guardians for minor children, or other various alterations.

Recently I met with an Arizona client who created a trust with our firm six years ago. She was coming to see me for her first trust review.  She said she had not come in sooner due to a busy schedule, which caused her to disregard our firm’s trust review reminders. I informed her of some important law changes that the Arizona Legislature had enacted in 2009. We also discussed her request to include her son, who she had previously disinherited due to his former drug abuse addiction. Fortunately, she came in to review her trust before she became incapacitated or passed away.  Otherwise, these corrections would not have been made and those personal changes and law changes would not have been addressed in her documents.

This begs the question, has your estate planning attorney been in touch lately? Due to recent law changes and perhaps personal changes, your trust may not be up to date and therefore will not work the way you thought it would.

Please see one of our experienced estate planning attorneys for a free trust review. Since we don’t know what tomorrow holds, make your appointment today to confirm whether your trust is up to date! Don’t delay, call now to schedule your free consultation at 888.222.1328.

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 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.    Contact us today at 888.222.1328 to schedule an appointment!

MH logo

Main Office

7600 N 16th St, Ste 105

Phoenix, AZ 85020

Phone: 602-249-1328

Fax: 602-248-2887

Subscribe to Our Newsletter

For a sample Click Here

Offices

Our law firm proudly serves many areas in Arizona. See all of our locations here.

Our law firm proudly serves the state of Arizona.  See all of our locations here.

Toll Free: 888-222-1328

Mon-Thur: 8:00am – 5:00pm
Fri: 8:00am – 4:00pm

  • Linkedin
  • Twitter
  • Facebook
  • Youtube
  • Instagram

Need an Estate Planning Lawyer in Arizona?

Looking for an estate planning attorney near you? We have office locations in Phoenix, Mesa, Chandler, Scottsdale, West Valley, Carefree, Prescott, Sedona, Flagstaff, Tucson, and Oro Valley in Arizona so please visit us at the location that is closest to you.

  • © 2023 American Academy of Estate Planning Attorneys, Inc All rights reserved.
  • Disclaimer