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Triggerfish

Mexican Triggerfish

Written by: Steven J. Fromm, J.D., LL.M. (Taxation)

The following situations should trigger the need to seek immediate legal help to review or revise the family's current estate and tax plan: 

  • Serious or life threatening illness
  • Illness or death of a spouse
  • Contemplation of divorce or marriage, especially second marriages
  • Birth, death or illness of parent, sibling, child or grandchild, or business partner
  • Disability of parent, sibling, child, grandchild, or a dependant or handicapped dependant that may require special considerations or a special needs trust
  • Marriage or divorce of a child or grandchild or business partner
  • New business venture and choosing the proper business entity considering legal, tax, practical and business considerations
  • Business has grown (or declined) significantly in the last few years
  • Personal net worth has grown (or declined) significantly in last few years.
  • Adding or losing business partners
  • Within 5 years of retirement
  • Within 5 years on contemplating sale of business
  • Job loss
  • Estate Tax Law Changes
  • Business litigation

This list is not meant to be all inclusive and are only some of the situations that may require revisions to an estate plan.

Gwen Bland: “Steven has been providing outstanding legal advice to me for seventeen years. He is THE authority on estate planning and financial planning. Steven is a compassionate and thorough attorney who thinks of every possible contingency. He easily explains complicated issues, and it has been my pleasure to recommend him to my friends.” November 11, 2008

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