I work with individuals who are nearing retirement and older in preparing their estate plans. Making plans while you still can about where your assets go when you pass away is important, but so is having legally enforceable plans on who can make decisions for you and what kind of decisions you want them to make if you get sick and cannot make those decisions yourself.
It’s More Than Documents
The best drafted estate planning documents may not help you if you don’t coordinate the documents with the title and beneficiary designations on all of the assets you own. I always work with my clients to make sure this gets done.
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