A plan isn’t about you. It’s a gift to the people you leave behind. Estate planning isn’t just for the rich. Without instructions on how you want to distribute your assets, you may leave a legacy of chaos.
A Transition Plan includes:
- Revocable Trust
- Will
- Health Care Proxy
- Living Will
- HIPAA Authorization
- Power of Attorney
Consider a Transition Plan if:
- If you are recently divorced or widowed. Your estate should reflect the changes.
- Who will make personal, financial, or healthcare decisions if you are unable? You may need to review your beneficiaries, your will, health care proxy, power of attorney, and HIPAA release.
- Our beneficiaries may change as a result of the transition but we still want to protect our assets for those beneficiaries from creditors and events like divorce by creating ongoing trusts.
- May want to include remarriage protections, remarriage results in a blended family and other significant life changes.
- K. Reilly Law will guide you through the transition process to ensure all aspects of your estate are reviewed and you are up to date and satisfied with your decisions.