A comprehensive estate plan consists of several documents that accomplish three important things. First, they lay out your wishes for the handling of your money and property during life and at death. Second, they explain your medical wishes if you are no longer able to make them yourself or communicate them to others. Third, they list the trusted individuals you …
In the House Bored? Cari’s Top 3 Tips for Getting Your Estate Plan Organized
As I noted in this video blog, for those looking to accomplish something (important) from home during the COVID-19 stay-at-home order, here are three things that you can do to get your estate planning documents up to date: Organize Your Documents One tip is to have an emergency document or “cheat sheet.” That way, all of your key information is …