mailto:jason@eckertlawllc.com Putting: Adjusting Your Approach to the Pin The short game is as important as die long game. As the saying goes, “drive for show, putt for dough.” Even the best drive (your initial documents) will not get the ball to the pin (planning goals) without a steady hand on the green. Life, like golf, is a game of making adjustments to changing conditions. Hazards pop up. Each change can alter your path to the pin and the strategy to get there. When conditions change on or off the course, your plan should change too. Situations that call for estate plan adjustments include the following: marriage, having children or grandchildren, divorce, death or incapacity of a decision-maker, changes in wealth or assets, and tax law or legal changes. Plan regular reviews of your estate plan every three to five years or after any major life event. With a few well-placed and well-timed adjustments, you will stay on track for a smooth finish—no mulligans needed. mailto:jason@eckertlawllc.com Putting: Adjusting Your Approach to the Pin The short game is as important as die long game. As the saying goes, “drive for show, putt for dough.” Even the best drive (your initial documents) will not get the ball to the pin (planning goals) without a steady hand on the green. Life, like golf, is a game of making adjustments to changing conditions. Hazards pop up. Each change can alter your path to the pin and the strategy to get there. When conditions change on or off the course, your plan should change too. Situations that call for estate plan adjustments include the following: marriage, having children or grandchildren, divorce, death or incapacity of a decision-maker, changes in wealth or assets, and tax law or legal changes. Plan regular reviews of your estate plan every three to five years or after any major life event. With a few well-placed and well-timed adjustments, you will stay on track for a smooth finish—no mulligans needed.
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