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
The results are in...
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.
We were voted BEST ESTATE PLANNING in the 2021 Norman Transcript Readers Choice Awards! THANK YOU! We are so very thankfulfor each and every vote! We are humbled by how many people voted and shared our link to encourage others to vote for us as well. We even had people request daily reminders to give us a vote once per day. We certainly feel the love!
We are so thankful to our Estate Planners for Life client family. For more than 10 years now we have been helping our clients create and maintain estate plans that will really work! Our clients have been so helpful in communicating to us how we can best help them achieve their estate planning goals. Our program would not be where it is today without each and every one of our client family members. They are always helping us change for the better! We look forward to even more positive growth and development in the years to come!
More from Insights
Keeping a plan current
Keeping a plan current
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.
·5 min read
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