My Plan Is More Than 3 Years Old

In the last several years many changes in the law have occurred which can affect estate planning. If your plan – your Will, your Trust, your Powers of Attorney – is more than three years old, a complimentary review by the experienced attorneys at Ross Estate Planning, LLC can identify areas that may need updating. Even if you decide not to make any changes the review of the structure of your plan will be invaluable.
In addition to legal updates and developments, changes in your life may necessitate review of:

• Personal Representatives you have previously named
• Successor or current Trustees you have named
• Whether Will or a Trust is the best planning document for you
• Health Care agents you have named
• Financial Powers of Attorney you have named
• Guardians for minor children
• How your loved ones will inherit
• Charitable giving
• Planning for grandchildren
• Planning for beneficiaries with special needs

Call our office today to arrange to drop off your current documents and schedule a complimentary review.