Reviewing documents

LET  US HELP YOU PLAN YOUR ESTATE NEEDS

Most people find creating and reviewing their will to be an uncomfortable task, but in actuality you are creating an invaluable resource for your friends and family should something happen to you. Having an updated and comprehensive plan upon death saves those closest to you lots of time and energy during an already difficult time.

When reviewing your will, double-check your beneficiaries. Have you had a birth or death in your family? Did you get married or divorced and need to add or remove a spouse or other family member? Re-evaluate your executor, guardian and trustee. Are these still the people you want in charge of making important decisions about your estate?

 

At the same time you are reviewing your will, you should also think about other essential estate planning documents like financial and health care-related powers of attorney. These ensure your wishes are carried out while you are still alive but unable to speak for yourself.

 

 

Keep in mind that some insurance and retirement policies are not included under your will, so you will want to review the beneficiaries on those documents separately. Beneficiary designations in these areas will override what’s outlined in your will.