- New children, grandchildren or other heir
- A move to a different state
- The sale or purchase of a major asset
- Reaching age 70½
- Your selected beneficiary is deceased
- Divorce or remarriage
- Substantial change in value of assets
- Adding a major property to a living trust
- Selected executor or trustee not available
- 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