Private Clients Advisory: It’s Time for Your Annual Review

As the year comes to an end, the Private Clients Group of Meyer, Unkovic & Scott reminds you that this is an opportune time to review your estate plans and financial matters.

Click on the following link: Annual Estate Plan Review Checklist, which will take you to a downloadable .pdf that includes important information about what you should review and consider as we move into the new year.

Please contact any of our MUS Private Clients Group attorneys listed below, or any other MUS lawyer with whom you have worked, for more information or to schedule time to discuss and review your current estate plan.

If you’d like to be added to the Private Clients mailing list so that you receive future advisories, please click here.

This material is for informational purposes only.  It is not and should not be solely relied on as legal advice in dealing with any specific situation.