3 Things You Must Do Before You Go on Vacation

1. Make sure you have funded your living trust.

Have you transferred your assets to your living trust? If not, your assets may have to go through probate.

2. Review your Role Players – Guardians, Successor Trustees, Health Care Agents and Durable Power of Attorney Agents.

Do you still want those people having that authority over your children, your assets and your health care?

For many of our clients, the people they chose 5 years ago are not the people they want today. Make sure they people you want are listed in your estate planning documents..

3. Do your estate planning if you haven’t done it yet.

It doesn’t have to be complicated or time-consuming.

We can get your estate planning done in 1 – 2  weeks in with our easy and affordable system. Our clients are always amazed at how easy it is to work with our attorneys to get their living trust estate planning done. Why wait? Get your planning done before your vacation so you can relax.

Free Newsletter

Sign up for our free monthly email newsletter with updates on estate planning, tax and business and leadership strategies.

Comments

  1. Very clean and simple steps for clients with extreme inertia.

  2. Thanks Steven. We always hope for the extreme inertia, right?