Matthew Erskine’s Blog
Client Estate Plan Review Checklist (2025)
20 Point Checklist for Estate Plan Review Your clients' estate plans should be revisited every year or two to ensure it's still aligned with their current circumstances and intentions. This article presents a comprehensive checklist to guide you through the captivating process of reviewing client estate plans.
Client Estate Plan Review Checklist
Estate planning is an ever-evolving process that requires attention. Regular reviews will ensure that your client's plan remains in sync with their life and accurately reflects their wishes. Here is a comprehensive checklist to guide you through the captivating process of reviewing client estate plans.
When Estate Planning Doesn’t Work (and What To Do About It)
Estate planning: It’s all about being human. The short-term turmoil and the long-term decline in the market and the economy has forced clients to face the fact that what was certain six months ago in their financial, social and personal life is no longer so.
True GRIT: An Excellent Tool for Art, Farmland, and Other Unique Physical Assets
Artwork, farmland, and unique assets can be protected from valuation changes and capital gains taxes when held in a special trust that allows the grantor to use the asset, but gift the remainder.