Please allow us to be candid. It’s unrealistic to think that a piece of paper you draft, reflecting your life at a certain time, will work when your life has completely changed some years later. We’ll use the Campbell family as an example.
Meet Robert and Terri Campbell. They got their first estate plan in place when their daughter, Jamie, was born 28 years ago. They updated it when their son Samuel came along 4 years later. About 10 years ago, they got a fantastic trust-based plan in place, protecting themselves, their children, their grandchildren, and their dog, Maddie.
Unfortunately, life got busy and, as you might guess, the Campbells put their documents in their safe and never scheduled a review or update of their documents.
Here’s what’s changed in their lives in the last 10 years. Read More