Monthly Archive: January 2013

Trust Check-Up

Trust Check-up
If you established an irrevocable life insurance trust years ago it may be time to do a “check-up”. Matters that may need to be checked or updated include making sure that notice letters to trust beneficiaries are in good order and reviewing life insurance policies to determine if the policies are still meeting current needs.

Call me for assistance.

(We do not provide tax or legal advice).

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