1. Has your health, financial or family situation, or your wishes, changed significantly from the time that your estate documents were signed? If so, review your estate documents to make sure that they still accurately reflect your wishes. 2. Has your opinion changed about who should be in charge of your financial affairs since the … Continue reading Top 10 Reasons for Reviewing Your Estate Planning Documents in 2019
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In our practice, Elder Law encompasses planning and document preparation for the following: Who will be your legal health care advocate if you cannot speak for yourself; Who will manage your financial affairs if you are incapacitated and what rules do you want followed; Who will inherit your trust and estate and how and when … Continue reading Elder Law
We recommend that you review your estate plan annually to ensure it accurately reflects your wishes. In reviewing your estate plan, ask yourself the following questions to determine whether your plan is current or whether it needs to be reviewed and updated: Under your existing estate planning documents, who will be charge of your financial … Continue reading Review Your Estate Plan Annually
In selecting a successor trustee for a living trust, people often gloss over the complications involved and think in terms of such broad generalizations as who will “manage my estate” or “take care of my beneficiaries” or “settle my estate.” In reality, a trustee performs very specialized, complicated functions. The trustee must prudently invest assets, … Continue reading Choosing Your Trustee