Amid this pandemic, as we are barraged with tragic videos and news reports, many Americans are anxious about what would happen should they get sick and be unable to make informed decisions or manage their financial and legal affairs. Some may have no estate planning documents in place, or have outdated ones with incorrect beneficiary/guardian/power of attorney designations. Others may never have completed their planning due to indecisiveness around certain difficult decisions.
We recommend that completing your estate planning be moved to the top of that annoying, back-of-your-mind to-do list. Our current situation highlights the importance of having the following crucial documents in place and up-to-date:
- Revocable trusts or wills
- Powers of attorney
- Health care surrogates, and living wills
For those who have delayed completing their planning due having to make difficult decisions such as selecting guardians, powers of attorney, and/or how to treat heirs/beneficiaries, we are available to guide you.
All Parts of Your Comprehensive Estate Plan Can Be Done Remotely
For those hesitant to leave their homes, we are able to have consultations and to complete all aspects of a comprehensive estate plan remotely. Now is the time to wrap up this planning, giving you one less (huge) thing to fret about, and allowing you to move on to the next to-do item about which you have been procrastinating.
We Are Available For a Remote Consultation
We are now open to see clients in our offices with all cautionary guidelines being followed. Masks are required, temperatures are being taken of anyone visiting, distance is being maintained in our very large conference room, and hand sanitizer is easily accessible throughout our office. However, for those preferring phone and video conferencing, we are here to guide you through the process. We are ready to help and can be reached at 305-931-3200.
