Expert California Estate Planning Attorney Tells How Often to Have Your Will and Trust Reviewed
Expert California Attorney Mike Walters, the Entertainer’s trusted legal adviser, offered more great advice last week on Channel 6’s “San Diego Living”. Tune in every Wednesday morning to hear Walters’ free legal tips.
In the clip below, Walters explains how often, and why, you should have your will, trust and other legal documents reviewed. Walters advises seeing a trusted lawyer once every 2-3 years for this review to make sure your documents are up-to-date and taking full advantage of all the legal changes. Walters cites the change in the death tax as a recent example.
Walters shares that his firm does not charge to review their client’s legal documents and his firm will not charge to review yours.
“What you think may be perfect, may be far less and far less is not good enough,” says Walters.
Walters & Ward, a Professional Corporation, specializes in estate planning in California. As San Diego estate planning attorneys, they have completed over 11,000 wills and trusts packages in their thirty years of business. Their focus is about helping their clients avoid probate, reduce taxes and keep family matters private.
Walters has worked with over 22,000 clients, the majority of which have been in the area of wills and trusts. Few, if any attorneys can match his experience and expertise in this area.
The Firm’s strong network of expert attorneys throughout Southern California can help in any legal matter. If one of the Walters & Ward attorneys cannot help, they will find someone who can.
You can learn more at www.walterstrustinfo.com or at the free workshops they hold about estate planning, probate, wills and trusts. Sign up today by calling 1-877-779-9729 or by visiting their website listed above. The best part — they never charge to speak with an attorney.
Don’t forget to tune in every Wednesday morning to hear Expert California Attorney Mike Walters’ free legal tips on Channel 6’s “San Diego Living” show.