Estate Planning and Coronavirus

The unprecedented issues we are facing together as a community give us all an unforeseen opportunity to focus on our personal wellbeing, and the wellbeing of our individual families. This focus should include a review of your current estate planning documents. Are your basic needs covered?

·Do you have a health care directive, and if so, is the designated agent the best choice at this time?

·Do you have a power of attorney form, and does your designated agent have the ability to easily assist you with finances if necessary?

·Does your Will or Revocable Trust reflect your current estate planning wishes?

·If you have a Revocable Trust, is it properly funded with your assets?

· Are your beneficiary designations up to date?

Knowing your estate planning documents are up to date can provide you and your family with some sense of control in these volatile times.

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