“Thought for the Day” #716 – by Stephen R. Elville, J.D., LL.M.

May 6, 2016

Client maintenance and updating is about two major things:  taking care of families, and focusing on how assets are owned during life and at death.  A majority of clients agree that the idea of taking care of their family (ensuring that the family is taken care of after their death) is the primary motivating force behind their desire to engage in estate or elder law planning.  If you are among those in this majority, then your willingness and ability to participate in a client maintenance and updating program with your estate planning or elder law attorney is essential for the fulfillment of that goal.