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 Tune-Up Plan includes a review of:
- Trust(s)
- Will
- Living Will
- Power of Attorney
- HIPAA Authorizations
- Health Care Proxy
Consider a Tune-Up Plan if:
- You should plan on reviewing your estate plan every three to five years or when there is a life-changing event.
- We will review your plan, including your Will, Trust, Living Will, Power of Attorney, HIPAA Authorizations, and Health Care Proxy.
- Does it still meet your goals and objectives?