Tax Shareholder Lawrence M. Talks Estate Plans and Wills with Prime Magazine
Recently interviewed by Prime Magazine, Lawrence M. Ploucha told the publication that he advises clients to not only prepare a will, but to prepare a comprehensive estate plan as well.
"Everyone with assets and family needs an estate plan," he told Prime. "A typical estate plan includes a will, trusts, a living will and a durable power of attorney."
As for how often the plan should be reviewed – Ploucha suggests every five years, or whenever there is a major life event such as marriage, divorce, death or birth.
Read the full article: "Where there’s a will…or Not" (Prime Magazine, page 32)
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