Heading Down the Road to 2022 – Are Your Estate Planning Documents In Place and Up-To-Date?

Pessin Katz Law, P.A.

Pessin Katz Law, P.A.

As we begin down the road to 2022, many of us are now focusing on our estate planning. Below are some questions for you to consider:

Do you have a will, healthcare directive and power of attorney in place?

If yes,

Have your circumstances changed?

Have you had children since you last executed your estate planning documents?

Are your children now adults? Have they started their own families?

Has your financial situation changed considerably?

Has your marital status changed?

Are your executors, trustees and guardians still suitable choices?

Are the beneficiary designations on your retirement plans, life insurance, and non-retirement assets as well as any pay-on-death or transfer-on-death instructions you may have in place still correct based on your current circumstances?

DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

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Pessin Katz Law, P.A.

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