The Motley Fool Discussion Boards

Previous Page

Investing/Strategies / Retirement Investing


Subject:  Re: Talk me out of a Financial Advisor Date:  6/6/2013  3:39 AM
Author:  reallyalldone Number:  72466 of 81334

Estate planning isn't once and done for the most part. It's actually not a bad idea to have a revisit/review done by a different attorney. The estate taxation has changed so often, I am surprised by people not having reviews(trust or not) every few years.

Also, a key point is that probate, wills and taxes are handled differently in different states so a move should trigger a review if nothing else and owning property in multiple states can complicate things. I spent 18 months fighting with a bank because what they wanted was something not necessary in my state and eventually it took the state's attorney general to make that clear.
Copyright 1996-2016 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us