"I thought an estate plan doesn't have to be updated for 5 years? " I get this question, not only from VIP Clients, but also from my Inner-Circle advisors who have had this faux-paux drilled in their head by the imitator's. BEWARE OF IMITATORS!! I almost cringed as I was speaking to a group of financial advisors. I can't believe the imitator's actually believe this.
Imagine this, what kind of embarrassment would happen to your family if someone died because they didn't have an updated 'Life-Saving HIPAA Release Document'? Or if your loved ones friend showed up with an out of date medical power of attorney? But there was not family around? The Dr's may actually believe what's in the document.
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