Now Is a Good Time to Review Your Estate Planning Documents

I encourage you to find an hour of time and a quiet space in the next few weeks to review your estate planning documents. These might include Wills, Trusts, Powers of Attorney, Healthcare Directives and Living Wills, life insurance policies, financial records and any other important documents. 

A Basic Estate Plan Is Simple to Make

Every adult should have a basic estate plan that contemplates both life and death. The basic plan should include four key documents– a Will, Power of Attorney, Healthcare Directive, and a Living Will which I describe briefly below. A Will, short for Last Will and Testament, can be a simple document distributing assets outright toContinue reading “A Basic Estate Plan Is Simple to Make”