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 may 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
Deeds: changing title, adding a property to trust or adding a personDeeds: changing title, adding a property to trust or adding a person
There are many ways to own real property. Sometimes a spouse or child needs to be added to a deed, a property needs to be titled into a Trust or
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
Special NeedsSpecial Needs
Do you have a child, relative or friend that is receiving government benefits? If they receive any type of inheritance this may disqualify that person from receiving government benefits