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March 16th, 2009 by Linda Grear | No Comments | Filed in Estate PlanningEVALUATING THE NEED FOR NEW OR REVISED ESTATE PLANNING DOCUMENTS
Given the current state of the world economy and recent local events, many of our clients have expressed a desire get their financial and household business matters in order. There are three basic estate planning documents that all individuals should consider when planning and organizing a life plan strategy, although the specific content of those documents will differ by personal circumstances. Read on…
Tags: credit shelter trust, disclaimer trust, Estate Planning, guardian, health care proxy, last will and testament, life plan strategy, living will, power of attorney
