May 27, 2020

Staying Safe – Don’t Put Your Estate Planning on Hold

All Estate Planning

Take care of the basics While you should always have your estate planning documents in place, these uncertain times make it that much more important.  Review and update your health care proxy and living will to make sure you have the right person designated to make medical decisions for you.  Review your power of attorney to ensure your agent can make financial decisions should the need arise.  Review your current Will or your revocable trust to make sure that disposition of your assets still meets your wishes.  Depending how your assets are titled, not all of them might pass under… Read more