Considering the Advantages of Trusts
Although a trust is not necessary for every estate plan, Cari believes that every family should consider the advantages that a trust may offer them when looking at the global picture. Cari takes a holistic approach with her estate planning philosophy and does not believe there is a “one size fits all” estate plan for every family. She too believes that estate planning is a lifelong process that requires tweaking and improving overtime. Thus, she may suggest that some families start with Step 1 without a trust and come back to Step 2 with a trust at a later date.
Cari recommends that all Rincker Law clients revisit their estate plan every 3 to 5 years or whenever there is a major life event (e.g., Death, Divorce, Destruction, Marriage or Children).