Estate planning is a process, not an event. tax laws, asset value, the economy, family circumstances and personal goals are in constant flux. When I work with clients on estate planning, business succession, wealth transfer and related issues, I make it a point to always make myself available to my clients and check in periodically to see whether their plans should be adjusted to fit changes in the client’s situation or legal and economic environment. As a result, my clients have the peace of mind of knowing that they are taking the right steps to realize the future they desire for themselves and their loved ones.
Afshin A. Asher, Esq., LL.M.