If someone handed you your estate plan today, could you pass a pop quiz about what it actually says?
Do you know who would manage your estate? Who would make financial and medical decisions if you became incapacitated? Who would care for your minor children? Do your beneficiary designations and asset titles still match your plan? And does your family know where to find your original documents when they need them most?
Having an estate plan and understanding what is in it are two different things. Life changes, memories fade, and decisions made years ago may no longer fit your family or circumstances or reflect your current wishes and goals.
Contact our office today for an estate plan checkup and make sure you know the answers before your family needs them.
