Keeping a plan current
A Winning Game Plan
Across the country, families are gathering for Friday night lights, Saturday college rivalries, and Sunday afternoons spent cheering on their favorite teams.
·4 min readKeeping a plan current
Peace of Mind
This is an entry from the firm’s news archive. It is kept as it was written, and it describes an event that has already happened. For current guidance, start with our articles or a Right Fit Call.
Peace of mind is one of the most frequent things I hear from people considering estate planning. On behalf of the entire Cain & Cain Estate Planners for Life™ team, I want to reassure you we are striving to maintain normal operations in these unprecedented times. We are conducting daily team meetings and monitoring all emails and telephone calls on a regular basis. In addition, we are rapidly perfecting our ability to communicate through online video conferences and remotely deliver legal documents through a secure online portal. We will also continue the manual delivery of documents, either using traditional mail or at our office in a dedicated, safe, and healthy manner. I especially want to express our gratitude for the many expressions of support and encouragement we have received from members of our client family. It has reaffirmed our belief that we have provided and will continue to provide you with that much sought-after peace of mind.
Respectfully,
Marty G. Cain
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Keeping a plan current
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How Our Client Update Program Helps Protect What Matters Most
One of the biggest misconceptions about estate planning is believing there is such a thing as a finished estate plan. People often think of estate planning like installing a roof: once it is done, you can stop thinking about it.
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Keeping a plan current
Why Don’t All Firms Do It This Way? The Importance of Maintaining Your Estate Plan
After months, or maybe years, of putting it off, you've met with an estate planning attorney, signed your documents, and created a plan to protect your family.
·6 min read
Practical estate planning guide
The 7-Step Family Protection Workbook: Will Your Estate Plan Work When Your Family Needs It Most?
The workbook helps you clarify what you want your plan to accomplish, identify possible gaps, prepare the right people, and decide what to do next, whether this is your first revocable living trust-based estate plan or you are reviewing an old one.
Separately, you can subscribe to A Matter of Trust, a weekly newsletter from Tamara featuring practical estate-planning guidance, thoughtful reflections on family and legacy, and other estate planning ideas worth passing along. Sign up for one or both.
- The 7-Step Family Protection Workbook: free, a one-time download
- A Matter of Trust: a letter from Tamara about once a week, with workshop dates before they fill
- Written by Tamara, not by a marketing department