Tag: trust review

Cleaning Up Your Estate Plan

We write our estate plans to stand the test of time. We include clauses that cover digital life, pets and even heirs and beneficiaries that haven’t been born yet. If you never looked at your estate plan again, you would still be protected.

But it never hurts to look at it again and update it.

First let’s review what an estate plan is. An estate plan is a group of different legal documents that work together to protect you in case anything should happen.  There is a Power of Attorney if you become incapacitated, and a Healthcare Directive, for your end-of-life decision, plus much more.

The whole plan works together. If one piece is out of date, you should review the whole plan and update any part that may be out-of-date or no longer reflect your wishes.

Continue reading “Cleaning Up Your Estate Plan”