Why Your ‘3-Year Check Up’ Can’t Wait — Even if It’s Only Year 2
Let’s get one thing straight: An estate plan is not a crock pot. You don’t “set it and forget it.” Life refuses to sit still, and your plan needs to keep pace. That’s why Monteforte Law builds a free, attorney-led review every three years into your package. But here’s the kicker: For a limited time, we’re opening the doors to everyone — even if your last plan is barely blowing out its second birthday candle. Below are the Top Three Reasons smart families are grabbing an early seat on my calendar right now: 1. Your Life Moved the Goalposts. New baby? Second marriage? Sold the lake house? All it takes is one big life event to knock your beautifully drafted documents out of alignment. A quick check up lets us reset beneficiaries, tweak trustee choices, and make sure the people you love (and maybe a few you don’t) are exactly where you want them. 2. The Law Shifted Under Your Feet. Congress, the IRS, and Boston’s own Beacon Hill are constantly rewriting the
rulebook — sometimes in pencil. In the last year alone, we’ve seen tweaks to estate tax thresholds and retirement account rules that can cost families tens of thousands if their documents are even slightly out of date. I track those changes so you don’t have to; the check-up is where we plug the leaks before they drain your wallet. 3. Cutting Edge Tools Weren’t Around Last Time. Since your plan was signed, we’ve launched two proprietary upgrades:
Bottom Line: Whether you’re at month 30 or month 300, ignoring your estate plan is like ignoring a weird noise under the hood — you can, but you’ll pay for it later. And because we’re offering these early check ups at absolutely no charge through July 31, 2025, there’s zero downside to popping in. Ready to lock in a spot? Call us at (978) 657-7437 or go to ThreeYearCheckUp.com and book online. Let’s keep your plan sharper than ever — before life, lawmakers, or plain old procrastination leave you stranded on the shoulder.
• 20/20 Hindsight Trust™ – This lets heirs dial up or down their
protection after you’re gone, based on whatever life throws at them.
• Retirement Protection Trust™ – This shields your IRA or 401(k) from divorce, creditors, and the taxman while still giving your beneficiaries flexible access. Think of these as the Tesla autopilot of estate planning — features the old Buick in your garage just doesn’t have.
Garlic Parmesan Shrimp Inspired by CooktopCove.com
INGREDIENTS
• 3 tbsp olive oil • 4 cloves garlic, minced • 1/2 cup grated Parmesan cheese • 1 tsp Italian seasoning • 1/2 tsp salt
• 1/2 tsp black pepper • 1 pound large shrimp, peeled and deveined • 2 tbsp chopped fresh parsley • Juice of 1 lemon
DIRECTIONS 1. Preheat oven to 400 F. 2. In a bowl, combine olive oil, garlic, Parmesan cheese, Italian seasoning, salt, and pepper. 3. Add shrimp to the bowl and toss until fully coated. 4. Arrange the shrimp in a single layer on a baking sheet. 5. Roast in the oven for 7–9 minutes or until the shrimp are pink and slightly golden. 6. Remove from the oven and sprinkle with chopped parsley and fresh lemon juice before serving.
“Very helpful, extremely thorough, and nice to work with.” – James L.
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