Estate Planners for Life™ Members:

The Annual Family Reunion is an important part of our maintenance program that allows us to mutually exchange the information necessary for consistently up-to-date estate plans. We have big updates to share this year with a significant change in federal law and a new technique we are using called a “Trust Distribution Protector”. If you are a client and you have not yet received your invitation to the Annual Family Reunion with additional information in the mail please contact us to let us know!