Question 18

18. Have you had a check up tax, financial and legal analysis to assure protection in the last 2 years?

It is recommended to have a financial, legal, tax and family estate plan review annually. Many changes occur within families, IRS laws, financial and insurance products and investment strategies. It is financially hazardous to your hard earned savings not to develop a sound estate plan and to keep it current with annual check ups. Work with a CEPP professional to conduct an assessment to make sure you are not exposed and always work with a team of legal and financial professionals when originating and reviewing your asset protection and estate plan.

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