Dust off that Will and Trust you had drawn up years ago. Where is it now, anyway? In a desk? Safe deposit box?
When was the last time you looked at it? Changes happen over time. Changes to your family, changes to your assets, and changes to the laws.
For 2015, resolve to have your documents reviewed. Perhaps they're fine, perhaps they just need a minor tweak to make them current. Either way, we are here to help. Now is the time for a review, so contact us today.
If you don't have an Estate Plan, now is the time. Contact us and, based on your needs, we will put together an Estate Plan suited to your specific situation, generally including:
Pour-over Will
Revocable Living Trust
Advance Health Care Directive
Durable Power of Attorney
