2022- It's Time to Updates Your Will & Estate Plan!

Why is now the perfect time to update your will?
With COVID-19, there have been major changes in our lives affecting how we should think of our legacy.

Things to Consider:

• Who should make decisions about your life if you are ever incapacitated or unable?

  • Prepare a Power of Attorney for financial and health situations

• Who should inherit what? How should beneficiaries be managed easily? How do beneficiaries know where your assets are (but not too early)?

  • Designate beneficiaries to your retirement accounts

• What are the changes in estate and probate laws that may affect beneficiaries and my estate?

  • Estate law changes should be monitored

• If you have assets, maybe consider a trust!

  • Consider a trust for your estate

• What about your pet? Who should get and wants to take care of your pet?

  • Include your pet in your will

These are some of the items important for. updates in 2022. Call us today for a consultation