The Importance of Customized Estate Planning
The Dangers of Generic Estate Plans
Estate Planning as an Investment in Your Future
Working with Professionals for a Comprehensive Estate Plan
Collaboration with Financial Advisors, Accountants, and Business Advisors
The Role of an Estate Planning Attorney
Proper Execution and Management of Your Estate Plan
Safeguarding and Distributing Original Documents
Once your estate plan is completed, it’s not done yet. Make sure that the people who need to have original documents—like a power of attorney—have original documents or tell them where they can be found when needed. Keep in mind that many financial institutions will only accept their own power of attorney forms, so you may need to include those in your estate plan.
Medical documents, like advance directives and healthcare powers of attorney, should be given to the people you selected to make decisions on your behalf. Make a list of the documents in your estate plan and where they can be found.
Updating Your Estate Plan Regularly
Preparing an estate plan is not just signing a series of fill-in-the-blank forms. It is a means of protecting and passing down the estate that you have devoted a lifetime to creating, no matter its size.
Reference: The News-Enterprise (June 23, 2020) “Don’t settle for a generic estate plan”
Estate Planning Legacy Planner
Everyday, we work with people who have lost someone they care about. There is so much these folks have to organize and manage. This planner organizes the information they will most need, in our experience, saving so much time and unnecessary cost. Besides organizing your information, it's so important to have a good estate plan that will keep your family out of court and conflict.
Please use the button below to receive a free copy of our Estate Planning Legacy Planner, an organization tool essential to any estate plan designed to help your loved ones take care of you and handle your affairs.