Every individual needs a set of three estate planning documents:
(1) a will,
(2) a financial power of attorney, and
(3) a medical directive.
Your will can designate a guardian for minor children and name
a trustee to take care of your children's assets while they are
young. Depending on life circumstances, the type of property owned, or the need for tax planning or medicaid planning, a trust may also be necessary to help you reach your estate planning goals.
Contact Meredith Hilton for a free, in-person consultation to discuss what your personal estate planning needs might be.
Once your estate planning documents are in place, remember to have your will and other documents reviewed periodically. Your will should be updated if there have been changes in your family or financial situation. Additionally, state and federal laws can change and it is important to make sure that your estate planning documents are reviewed to keep them current with today's law.
Ask about how to enroll in our Client Care Program, which gives you the opportunity to have your estate planning documents reviewed annually with free updates to your will to comply with changes in the law.