If you are considering creating an estate plan or updating your current plan, below are several tips for your considerations:
- The most important advice I can give you is not to delay. All the good intention in the world will not help if you do not take action.
- You need more than a will. A will only provides a benefit after you die. It is important to have documents to protect you while you are still living, such as a healthcare directive or financial power of attorney.
- If you create a trust, make sure you fund it. A trust only protects assets that are transferred into your trust.
- Store your estate planning documents where they are safe and easily accessible when they are needed.
We can provide many other tips to help your estate planning process be a success, so contact Maura Curran today to schedule your appointment and get started on your estate plan.