Gainesville elder and special needs attorney discusses estate planing insurance programs.
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“What we have in our offices is actually like an estate planning insurance program. We call it our maintenance program. Basically that requires…as part of the maintenance program, we are required to update your estate plan every two years. We have you on the calendar every two years to come in and update that estate plan as long as you’re in that insurance/maintenance program. Basically, if you then, at any time, decide you need to update your plan, if you want to update your trust or if you need to fund additional assets into your trust-based plan, we will do that free of charge.”
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