Estate Planning: Today’s Reminders and Opportunities

| March 23, 2020

By: Laura Sundberg

In these troubling times, it is always a good idea to review and refresh your estate plan, including your will or trust, and to make sure that you have all of the lifetime documents in place (healthcare surrogate, living will, durable power of attorney and preneed guardian declaration).  Look specifically at the people you have named to serve as personal representative under your will, trustee in your trust, guardian, health care surrogate, agent in your power of attorney, and your alternates.  Have you completed your separate writing, and are you satisfied with the transfers?  It would also be wise to confirm how your assets are titled by checking your bank and brokerage statements and confirming that current beneficiary designations on life insurance and retirement plans are consistent with your current estate plan.  One silver lining in the reduced values in the current market, is that it may offer some tax advantaged strategies to transfer wealth to your loved ones. 

We are offering virtual meetings by phone or by video to discuss any off these issues with you, and can work with you remotely to get new estate planning documents in place.  If you would like to set up a meeting, please contact Laura Sundberg (laura@zks.local).

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