Note: This page is dedicated to current clients and will be revised on a periodic basis with information relating to recommended updates to estate plans which have been drafted by my office.
It is the responsibility of all clients to monitor their unique estate planning objectives and any changes to their personal or financial affairs which may affect their estate plan.
Please contact my office if you have any questions about these recommended updates or your current estate plan documents.
Five Year Review: It is strongly recommended you review your estate plan at least every five (5) years and contact my office for a review of changes in your personal and financial affairs and a review of changes relating to estate planning laws and tax laws.
Trust Update 2018: The federal tax laws have changed numerous times over the past several years, especially the estate tax and gift tax provisions. In addition, the Trust Laws in Missouri were recently revised. As such, it is recommended all clients who have a trust as part of their estate plan contact my office for a full review and to discuss any changes in distribution objectives.
HIPAA Update: The Federal Health Insurance Portability and Accountability Act (HIPAA) sets forth strict rules and provisions relating to the disclosure of health insurance information and the ability of individuals to review the medical files of their loved ones. There may be a need to update your Durable Power of Attorney for Health Care Decisions to incorporate new provisions which address such matter in detail.