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 or business litigation

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