The unexpected can happen at any time, as we all know far too well. We’ve seen how an accident, death, or unexpected illness – or the unexpected actions of a loved one or family member – can immediately test an estate plan. We’ve also seen how changes in applicable laws can dramatically affect your plan and your legacy.
Our team is committed to ensuring the best outcome for you in any of these situations. The reality is that many of our clients experience one or more changes each year that affect their estate plans. That’s why we created JM Law CARES, our client estate and legacy planning maintenance program. It’s the best way to adapt your estate plan to changes in the law or tax regulations, changes in your family dynamics, and changes in your asset profile.
Your membership includes:
JM Law CARES members also receive priority access to our legal team.
To determine if you’re a good fit for JM Law CARES, consider the following. Since your last update to your estate plan:
If any of these changes have occurred since you last updated your estate plan – or if you expect any of these to happen in the next twelve months – it’s time to revisit your plan, and you may be a good fit for our JM Law CARES estate and legacy planning maintenance program. In order to serve you best, only current clients of JM Law and Cassaday & Company who have completed their estate planning documents with JM Law may participate in the JM Law CARES program.
8180 Greensboro Drive, Suite 1100 | McLean, Virginia 22102 | (703) 956-5738
Disclaimer: Materials prepared by JM LAW, PLLC are for general informational purposes only. Educational material does not create an attorney-client relationship and is not an offer to represent you. You should not act or refrain from acting based on information provided.