Reviews - Codicils & Modifications
Often times, clients have previously executed a Will or a Trust. As life changes and progresses, a client may need to review their estate plan because of a new child, a significant change in assets, or life values have changed. I review existing Wills and Trusts to address a client’s current and future goals and objectives. If, after reviewing their Will or Trust, a client determines that they would like to make changes or modifications, many times it may be as simple as attaching a brief amendment or codicil.
The information contained on this website is provided solely as a summary of the services offered by my firm, and is not intended as legal advice. It consists of only a brief overview of the various services that I provide. Laws in the area of business and estate planning change frequently. Please do not rely on the information on this website for your business or estate planning needs. Each company, individual, couple, and family has unique needs. It is always advisable to consult an attorney when dealing with any of the issues discussed herein.