What would happen to all that you love if something happened to you?
10 Items That Should be Evaluated During an Estate Plan Review
Estate planning is an ongoing process, and plans should be reviewed with a qualified estate planning attorney every few years to ensure that the goals you set in making your plan are still valid.
When reviewing your estate plan, keep these things in mind:
1. Your estate plan only works if your assets are owned properly If you have acquired new assets (or sold assets you had at the time you made your plan) since your plan was last updated, you will need to update your family wealth inventory (which lists out your assets) and retitle the newly acquired assets.
Welcome to The Law Office of Jane E. DePalma
Estate Planning and Business Guidance
We are a small firm dedicated to providing ordinary people with extraordinary legal services. We offer services to meet the needs of individuals, families and businesses.
Our commitment to affordable legal services provides clients with the opportunity to obtain quality legal advice that might otherwise be financially out of reach. By offering many services at a fixed fee, clients can be assured that our continued relationship will be based on meeting your needs without the additional concern of increasing and unexpected legal bils.
Time is important to you. Our office allows you the opportunity to address your legal concerns on your schedule. We pride ourselves on being available and accessible to all of our clients.
In addition, as a small firm, you can be assured that we will take the time to get to know you personally and work closely with you to determine your most pressing legal needs and concerns while utilizing the latest legal strategies, tools and technology to achieve your goals. Preparation is key to avoiding many of the difficult legal situations people often find themselves experiencing. Let our office assist you in navigating through the legal decisions necessary to protect yourself, your family and your business.
Interested in learing more about what happens to all that you love if something happens to you? Come in for an informative 2 hour planning session with us and you will learn all you need to know about the process here in Massachusetts. Whether you are married, single, engaged or a parent, you need to know.