Posts Tagged "revocable living trust"

When Should I Review and Amend My Documents?

Posted by on Oct 22, 2020 in Blog | 0 comments

When Should I Review and Amend My Documents?

Fall Greetings! I hope you all are faring well during these difficult times. There are a number of questions that people ask me often. This year, I am often asked if I am still open for business. Yes, I have worked full time throughout the year. Since March, I have been working mostly from home and meeting clients only by phone and on-line. Early into the pandemic, I converted all of my systems to be able to work remotely. So if you’ve been hesitating to contact me, please know that I am fully available. The other question that I often receive is this: when is it time to review and amend...

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