Life Events to Review Estate Plan
Change in Status of Children
- Birth, Adoption
- Death, or Disownment
Change in Marital Status
- Marriage or Re-Married
Change in Health
- Considerable changes in one’s own health
- Changes in a family member’s health
Changes in Financial Status
- Increase or Decrease in Wealth
- Estate considerations
- Tax considerations
- Mental Capacity
- Competent Financial Decision-Making Abilities
Moving to Another State
- Job Transfer
- Grandchildren, or other family
Buying or Selling a Business
- Buy/Sell Agreement
Click HERE for a printable version of this list.
At Clifford Associates (CA) Financial Services, our mission is to enhance our client’s financial security and peace of mind. We take great care in listening to our client’s needs and objectives, so that we can build customized investment portfolios to help them achieve their financial goals and dreams.
We provide financial and investment services including Registered Investment Advisory Services, Private Portfolio Management, Financial Planning, IRAs, College Savings Plans, Life Insurance and Estate Planning Assistance.
The Summer Edition of our Quarterly Newsletter is here! Click here to visit our Newsletter page where you can view/print the Summer 2019 edition or any other of our archived quarterly newsletters which contain advice and tools to help you navigate the myriad of financial news and trends.
This site is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any securities or investment advisory services which may be referenced herein. We may only offer services in states in which we have been properly registered or are exempt from registration. Therefore some of the services mentioned may not be available in your state, and if not, the information is not intended for you.