While probate rules can vary by state, there are some important ones that you should be aware of should you need to wind up a loved one’s affairs.

In honor of May being National Etiquette Month, the following are some ways that you can bolster your estate plan by incorporating the key elements of etiquette. 

Have You Outgrown Your Estate Plan?

Estate plans remain effective as long as they accurately reflect a client’s circumstances and current state and federal tax law. However, circumstances often change. So, too, should your estate plan.

This information is for educational purposes only and cannot be considered legal advice, nor does the receipt of this newsletter create an attorney client relationship.