Use summer to prepare for the "winter of your life"?
Births, deaths, marriages, new business, retirement. So many things can happen throughout the year that can cause you to need changes in you estate plan, will, power of attorney and more. Here are 11 end of life documents you should have in order:
POLST (Physician orders for life sustaining treatment)
Power of attorney for Healthcare/Healthcare proxy
Durable power of attorney
Diminishing capacity letters
Organ donor designation
Personal property memorandum
Digital assets memorandum
Keep a list of where important documents and items are kept, and provide it to your financial adviser or another trusted individual. That includes everything from key documents like wills, powers of attorney and Social Security cards, as well as physical items like keys to the car and your safe deposit box. It also helps to have account logins and passwords, and details that could help caregivers like long-term care policies or veterans benefits eligibility.
Tindall Law Firm is here at your service to assist with the wide variety of changes your family or business may encounter throughout the year. Please contact office and set up an appointment to review or update your current estate plan.