Help with Family, Finances

and the Future

Guide your loved ones with a comprehensive estate plan

On Behalf of | Feb 9, 2018 | Estate Planning |

The estate plan that you create lets your loved ones know what you want done in the days after your death, but there is much more to these documents. They can also set the plan for what will happen if you become incapacitated. This is why it is necessary to have a comprehensive plan put together to guide your loved ones.

We understand that you might be concerned about making sure you are conveying everything in the appropriate manner. There are times when you might need to really think about what you want so that you can get it all set in the estate plan. It might even be a good idea to discuss the plan with your loved one so that you can let them ask questions about what you want.

As you create your estate plan, you will find that you can’t focus on a single document. The estate plan includes several things. You might need trusts, guardianship documents, health care directives and financial powers of attorney. All of these ensure that the people you trust are making decisions in your stead when you aren’t able to speak up for yourself.

Another thing to remember is that your estate plan isn’t a one-and-done event. You need to review it at least annually to ensure that it is all still set how you want. Other life events like divorces, marriages, births and deaths might mean that you need to review and update the terms of your estate plan. We can help you with the review of the plan and updating it when necessary.