Estate planning is an ongoing process because financial situations change, people come and go out of our lives and laws can change. Reviewing your documents and any changes in assets is important. Cars and properties must be titled in the trust, or else these things will go to probate. Do you know about HIPAA? The law has changed and your documents may need to be updated. The problem is that the new law does not allow your loved ones to get your medical information if you are incapacitated. Call us for a free trust review to see if you need these vital changes.
Updating your documents
Categories:
Related Post
Business and Charitable EntitiesBusiness and Charitable Entities
Here is an idea of the different type of business and charitable entities that you can setup. Typically, we suggest that you get a Revocable Living Trust which will hold
Getting startedGetting started
We want to help your family avoid court when you die or become incapacitated. You need several estate planning documents to ensure that your assets will not have to go
Video: Estate Planning Documents ExplainedVideo: Estate Planning Documents Explained
Estate Planning Documents Explained Why do you need a Will or Trust? No Will or Trust? It is important to use estate planning tools so that your family does