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Spring Cleaning

Posted on 3/7/2011 by David Cusack in Trust

As we start to think about the coming Spring, we may also begin thinking about Spring cleaning. Consider cleaning up your estate plan. Do you have a Will? Do you need to learn about Trusts? Do you have a Living Will? Do you have a Health Care Power of Attorney? Do you have a General Durable Power of Attorney? If you have these documents, are they still current? Do you recall why you made the choices you did when executing the documents?
We invite you to schedule an appointment for a FREE consultation to review your estate plan. We will discuss all the relevant choices and tools available to you. We will follow-up that meeting with a review letter. There is no fee for the initial consultation. There is no fee for the review letter. Even if there is nothing that needs to be changed in your estate plan, wouldn’t it be more comforting to have reviewed things thoroughly?
Have a great day!

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