Issues to consider Before Updating an Estate Plan

Recent research shows that only one-third of Americans have an estate plan less than five years old. The same number have a heath care plan to handle emergencies when a loved one is ill.

Our check sheet cover 19 of the most important issues to consider when you update your estate plan and health care plan. Perhaps you:

  • Have experienced a change in family circumstances and you’d like to alter the amounts, timing, and/or recipients of wealth transfers under your plan.
  • Want to confirm that your General and Health Care Powers of Attorney and Living Will are up to date, considering any changes in state law or personal preferences; or
  • Would like to refresh your understanding of your documents and the relevant rules.

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Please contact us today to schedule a time to discuss this further

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