Published on February 21, 2014
FOR IMMEDIATE RELEASE Reviewing and Updating your Estate Plan StateTrust specializes in providing a complete range of financial products, services and strategies to help its clients to grow and preserve their net worth, while reaching their investment objectives and financial goals. Miami, Florida, USA – February 19, 2014 – A periodic review of your estate plan is highly recommended since this will help you determine whether changes might be needed. A helpful way of evaluating if an update is necessary is to ask yourself if there have been any major changes in your life or property. If the answer is yes, you might have to change your estate plan. These life changes can include: A change in marital status or the birth of a child, all of which may affect your beneficiaries. You may change your mind about who will receive a portion of your estate and how much. You may acquire new property (a new home) or dispose of some property (sell substantial business interests). You may decide to relocate and your new home state may have different estate laws than your previous address. The best way to avoid being caught unprepared is to consider how any changes affect your total estate and make the appropriate adjustments to your estate documents. ABOUT STATETRUST StateTrust is a privately owned financial institution specializing in wealth and investment management. It operates in the United States through StateTrust Capital LLC, an investment advisor firm and StateTrust Investments Inc., a registered broker-dealer. If you are interested in more information about StateTrust Wealth Management services or for further information about this release, please contact: StateTrust Group 800 Brickell Avenue, Suite 100 Miami, FL 33131 (305) 921-8100 www.statetrust.com DISCLAIMER: Investors should carefully review the objectives, risks, charges and expenses of any investment company before investing. Prospectus and, if available, the summary prospectus, contains
important information about the investment company. You can contact us to request our prospectus, which we encourage you to read carefully. The value of your investment may fluctuate, and when redeemed, shares may be worth more or less than their original cost. Investments in a fund (Investment Company) or other investment vehicles are subject to market changes and may be worth less than your original investment upon redemption. These investments are not guaranteed by the Federal Deposit Insurance Corporation or any other government agency.
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Once you have established your estate plan, make sure it stays sound by revisiting it at regular intervals or at key life events.
Once you have an estate plan, it needs to be updated regularly. Here are seven life events that should cause you to review your plan for the future.
Your estate plan should be reviewed every few years, and updated whenever you experience major life events.
It is vital to review your estate plan. Over ten or twenty years, your health, wealth, and outlook on life may change profoundly.
How long has it been since your estate plan was created or updated? Are you vulnerable? Call an experienced lawyer at 214-705-2427.
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Updating Your Estate Plan - pacificlife.com
An estate plan has three objectives. The first goal is to preserve your accumulated wealth. The second goal is to express who will receive your assets after
An estate plan has three objectives. The first goal is to preserve your accumulated wealth. The second goal is to express who will receive your ...