1. New children, grandchildren or other heir
  2. A move to a different state
  3. The sale or purchase of a major asset
  4. Reaching age 70½
  5. Your selected beneficiary is deceased
  6. Divorce or remarriage
  7. Substantial change in value of assets
  8. Adding a major property to a living trust
  9. Selected executor or trustee not available
  10. Passage of time

For information on how to receive a “Will and Trust Workbook” or to seek assistance in reviewing your legacy plan, contact our gift planner, Greg Shepherd at: (909)910-6823 or endowquest@gmail.com