Action Item - Keep Your Attorney in the Loop
Some people get overwhelmed with the idea of getting their affairs inorder and as a result find it easier to do nothing. To help peoplewith that inertia, I'll be posting weekly Action Items - little stepsthat take an hour or less that will move you forward in the process andmake it less daunting.
Whenyou signed your Will, Health Care Proxy, Durable Power of Attorney andother estate documents, chances are you gave your attorney theaddresses and telephone numbers of the people you appointed as your agents, your legal heirs, and the people and charities named in your Will.
Check those documents, and note any people that may have moved or changed telephone numbers since you signed the documents.
Send the updated contact information to your attorney for her records,and keep a copy in your files. In a crisis, telephone numbers whichyou or someone else may know by heart can be forgotten so having theinformation readily available will make sure that everyone can becontacted quickly.
Ifyou find that your documents are more out of date than you thought andyou want to make changes (or if you have no documents in place at alland want to make sure that your wishes are honored) call me at781-749-2284.
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EstatePlanning, Probate and Trusts involve complex areas of law. Individualcircumstances must be considered before any advice can be given. Thegeneral information above is not to be construed as legal advice, whichcan only be given after consideration of the unique facts of eachmatter. Please seek the advice or counsel of your attorney, financialadvisor or CPA as it may be appropriate.