A periodic review of your estate plan is recommended to determine if any changes are needed due to major life changes like marriage, children, new property, or relocation. Common life changes that could impact your estate plan include changes in marital status, having children, acquiring or disposing of property, or moving to a state with different estate laws. It is important to consider how any changes affect your total estate and make appropriate adjustments to your estate documents to avoid being unprepared.

1. FOR IMMEDIATE RELEASE
Reviewing and Updating your Estate Plan
StateTrust specializes in providing a complete range of financial products, services and strategies to help
its clients to grow and preserve their net worth, while reaching their investment objectives and financial
goals.
Miami, Florida, USA – February 19, 2014 – A periodic review of your estate plan is highly recommended
since this will help you determine whether changes might be needed. A helpful way of evaluating if an
update is necessary is to ask yourself if there have been any major changes in your life or property. If the
answer is yes, you might have to change your estate plan.
These life changes can include:




A change in marital status or the birth of a child, all of which may affect your beneficiaries.
You may change your mind about who will receive a portion of your estate and how much.
You may acquire new property (a new home) or dispose of some property (sell substantial
business interests).
You may decide to relocate and your new home state may have different estate laws than your
previous address.
The best way to avoid being caught unprepared is to consider how any changes affect your total estate
and make the appropriate adjustments to your estate documents.
ABOUT STATETRUST
StateTrust is a privately owned financial institution specializing in wealth and investment management.
It operates in the United States through StateTrust Capital LLC, an investment advisor firm and
StateTrust Investments Inc., a registered broker-dealer.
If you are interested in more information about StateTrust Wealth Management services or for further
information about this release, please contact:
StateTrust Group
800 Brickell Avenue, Suite 100
Miami, FL 33131
(305) 921-8100
www.statetrust.com
DISCLAIMER: Investors should carefully review the objectives, risks, charges and expenses of any
investment company before investing. Prospectus and, if available, the summary prospectus, contains

2. important information about the investment company. You can contact us to request our prospectus,
which we encourage you to read carefully. The value of your investment may fluctuate, and when
redeemed, shares may be worth more or less than their original cost. Investments in a fund (Investment
Company) or other investment vehicles are subject to market changes and may be worth less than your
original investment upon redemption. These investments are not guaranteed by the Federal Deposit
Insurance Corporation or any other government agency.