Some individuals create a Revocable Trust, pour-over Will, Property Power of Attorney, Health Care Power of Attorney, Living Will, Health Insurance Portability and Accountability Act Authorization Act and think that those documents alone constitute a complete Estate Plan that will protect their family. While the documents themselves represent a solid beginning, the documents don’t cover every asset or concern. A qualified Estate Planning attorney will consider all and provide advice regarding all the elements necessary for a complete Estate Plan. Read on to learn more.
Latest posts by Kim Morrison (see all)
- Plan Now for the Incredible Shrinking Exclusion - September 25, 2023
- How Do I Title Thee…Part 1 - August 7, 2023
- What Makes a Will or Trust Invalid - July 31, 2023