 amily EstateCare™ Program
Formal Updating and Maintenance
An estate plan must allow for a myriad of the following changes:
- First, there is constant change in your personal, family, and financial situation.
- Second, there is the evolution of both tax and non-tax law that impacts your estate plan.
- Third, there is constant growth in your advisors' experience and expertise.
Given this continuous process of change, your estate plan will not accomplish its purpose if it is never updated. The costs of failing to update are typically far greater than keeping your plan current.
A sound estate plan meets your goals and keeps you in control of the process and the results.
It is not about documents — It's about results! The key to proper estate planning is clear, comprehensive, customized instructions for your own care and that of your loved ones. We find that most of our clients are served with a properly drafted estate plan backed up by our three step strategy:
- Work with counseling oriented advisors;
- Establish and maintain a formal updating program;
- Assure fully disclosed and controlled
To help you make sure your plan is always current, Strazzeri Mancini LLP offers The Family EstateCare™ Program, our formal client updating process.
The Family Counselor™
 Your estate plan will not accomplish its purpose if it is never updated.
Remember the days of the doctor who made house calls, the friendly milkman, and the family lawyer? The family lawyer was much more than an attorney. He was a source of strength in times of trouble, a reliable sounding board for all manner of family concerns, and a guide for the future. For families who would enjoy a more in-depth relationship with their attorney, Strazzeri Mancini LLP has brought these concepts to the 21st century with The Family Counselor™.
A source of strength at times of trouble, a reliable sounding board for all manner of family concerns, and a guide for the future.
Find out more about our Family EstateCare™ planning process:
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