Month: January 2021

New Year’s is a perfect time to take a snapshot of your future goals, including evaluating the status of your estate plan.  Whether you already have an estate plan that needs to be updated or you are just starting to explore the idea of creating a will, the beginning of a new year is the perfect time to tackle your estate planning checklist. Your estate planning checklist should contain most or all of the following documents: Will Durable Power of Attorney Advance Healthcare Directive Healthcare Power of Attorney Trusts Guardianship Designations Beneficiary Designations Letter of Intent […]