This blog serves as a reminder that you need to update Estate Planning, Wills, Trusts, Powers of Attorney, and other documents and “Ultimate Plans.”
Well, as we all know, we’re not getting any younger, so let’s talk about doing an UPDATE for your estate plan.
Have you reviewed your Will, Trusts, Powers of Attorney, and their provisions? Most likely you’re going to find out some details are not up to your current expectations.
Don’t Leave it to Chance!
Maybe you’ve not considered the ULTIMATE issues of what happens after death carefully and made it clear to your heirs what they need to kno
w. It’s CAN BE too late to get this done right. What are the unique provisions in YOUR state? What about avoiding costly or time-consuming Probate through proper Trust establishment?
Trusts Can Make All The Difference
AND…. Power of Attorney during Life!
Be Smart, Avoid Surprises!
We like to avoid surprises. Contact us to discuss your plans. Often we can help you focus and make certain that you’ve covered your bases as we help you prepare for the proper legal team to draft your documents.