Evaluation & Follow-up
There are various changes that could require significant modifications to the plan:These changes could trigger revisions regarding property recipients, new acquisitions and/or disposal of assets.
- Birth of a child.
- The Loss of a loved one.
- Financial market instability.
The best way to approach these new situations is to analyze how they will affect the entire estate, which is performed by reviewing the documents and status of each one of the assets.