 When did you last review your will or trust?
Has it been 3 years since I prepared your will or trust?
If so, we need to meet. When I design an estate plan for my clients, I discuss the importance of reviewing the plan every 3 years. A lot can change in a few years. If I prepared the will or trust for you, I would love to sit down at no charge with you and your family to discuss what has changed since you prepared the will or trust.
Questions to consider are:
- Does your estate plan include the proper language for HIPAA ("Privacy Laws")?
- Does your trust or will protect your beneficiaries against divorce, lawsuits and creditors?
Read more about what questions you need to ask about your estate plan on Leigh's blog.
Long-Term Care's Safety Net
It is no secret that medical care and especially long-term nursing care is expensive. Insurance Benefits and private resources can be depleted rapidly. Then what?
Then we turn to Medicaid. Most of us tend to think that we will never need Medicaid, but in fact it is a realistic possibility and should be considered an important part of estate planning for everyone.
Read more about long-term care planning on Leigh's blog.
Thank you for the referrals!
- Bordon Green
- Jill Beaty
- Kim Markel
- Joe Zellmer
- Angela Miller
- Charla Bradshaw
- Jim McClanahan
- David Robinson
- Tony Rhee
- Rocky Haire
|
