Spring Cleaning? Time to Review Important Estate Planning Documents
March 9th, 2011 by Hogan Willig | No Comments | Filed in Estate PlanningIssues to Consider When Evaluating the Need for a New or Revised Will / Estate Planning Documents
As spring rolls around and we get ready for warmer weather, our thoughts turn to spring cleaning. Take this time to clean up your current estate planning documents and determine if they need to be revised. It is suggested that your estate planning documents be reviewed every five years to make sure they still comply with your wishes. If any of the categories listed below apply to you, it may be a good idea to embrace the season and make the necessary changes to your Last Will and Testament, Living Will/Health Care Proxy or Power of Attorney documents. (more…)
Tags: credit shelter trust, disclaimer trust, guardianship, health care proxy, last will and testament, living will, power of attorney, supplemental needs trust, will

