We are updating our records letter smart woman dating
If you would like to discuss updating your estate plan, kindly contact us for new client information sheets and an appointment. Otherwise, we may contact you by other means.- IRAs, pension and other retirement plans, annuities, and life insurance: The living trust should be a beneficiary not the owner.
You should have received confirmation from the institution of the beneficiary change.- Real estate: All real estate holdings should be titled in the name of your trust.
For example, we recently signed the first update to a 1993 trust because of a reminder letter.
It took the client two years to call for an appointment, but it was the letter that made him do it.
If you buy new real estate, it is important that it is purchased directly in the name of your trust to preserve the title insurance.
Here are copies of reminder letters for will clients and trust clients you may use as a basis for your own letters.
For Wills: Once again we are reviewing our estate plan files and updating records.
My only real difference from her approach is the last sentence.
Why use an excuse as to space limits that may or may not be true, but can only be used if you can show there were space limitations?