When Should You Update Your Estate Planning?
Has your attorney retired, died or moved on? Is it time to find a new, experienced attorney?
Has the makeup of your family changed in recent years? If so, should your Will be changed?
What problems will arise when you become partially or totally incapacitated?
Who will make your medical and financial decisions if you can no longer do so on your own due to an illness or accident?
Do you want the Court appointing a Guardian or do you want to name someone you trust?
How will your assisted living and long term care costs be paid?
How will things go between your family members when you become disabled? When you die?
Should you include trust provisions in your Will for young heirs or for a spouse or child with special needs, or to avoid estate taxes?
Are the correct beneficiaries designated in the right order to receive your remaining retirement benefits and life insurance after you die?
Where is your original Last Will and Testament stored?
What legal steps will be needed after you die?
Who will take charge if you don't plan for these things?
Contact Dan now if it's time to update!