If you’ve made a New Year’s resolution to do (or update) your estate planning, we want to help you maintain your momentum.
Here are links and next-step ideas to help you move your estate planning into the “done” column.
1. If you have never done an estate plan, read:
- Why you should have a will
- Why every adult should have a POA
- Adults of every age should have advance health care directives
2. If you’re not sure whether to update your estate plan, read: 7 reasons to update your will or trust
3. If you have young children, read: Two must-have estate plan provisions for parents with minor children
4. If you’re considering the do-it-yourself approach, read: Consumer Reports: “Legal DIY sites no match for a pro”
5. If you want to make sure you have a great estate plan:
- read 3 keys to a great estate plan
- Attend our free workshop: How to Have a Great Estate Plan
6. Make an appointment. If you know you are ready to do your estate planning and want to act now before procrastination sets in, call our office at (412) 531-7123 (but wait until Monday, January 4. We are enjoying New Year’s too.) We make it easy to schedule an appointment to speak with a certified elder law attorney about setting up the best plan for you and your family.
Happy New Year!
