When was the last time you looked at your estate planning documents? If you are like most – you probably haven’t reviewed your estate planning documents since they were originally signed.
In this video, we provide an outline of your Will, Power of Attorney – Financial, Power of Attorney – Health Care (often called a living will), and Revocable Living Trust and the important provisions to review. These are the main estate planning documents that everyone should have. Also, depending on your situation, there could be additional planning items to consider. For example, if your child or grandchild has a disability, a special needs trust or special needs planning should be incorporated into your documents.