Creating a comprehensive estate plan is something that we all need to do, yet most of us haven’t done it yet. If you are among the minority of people who have actually created an estate plan, you are to be congratulated. Don’t stop there though! Along with regular reviews every three to five years, there are some life events that call for a change or update. Find out how to make changes to an estate plan in this infographic.
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I am an owner of Amen, Gantner & Capriano, Your Estate Matters, L.L.C. I have been able to bring my business and legal education and experience into a firm that has for many years provided comprehensive estate plans that meet clients’ needs and expectations.My passion has been creating and constantly pushing AGC’s mission of “Helping Families Secure their Legacies by Embracing them into the Law Firm Family through Long-term, Personal Advisory Relationships.”
Latest posts by Paul Gantner (see all)
- The Magic of Grantor Trusts - November 1, 2023
- IRS Confirms Grantor Trust Status Alone Does Not Cause a Step-Up in Basis - October 26, 2023
- Understanding the Importance of the Simultaneous Death Act - October 19, 2023
