In these uncertain times, it is more important than ever to
review your fundamental estate planning documents to ensure that
they protect you and your family and carry out your wishes.
By “fundamental” estate planning documents, we are
referring to your will, including a revocable living trust
(revocable trust), which may be used as a “will
substitute”, healthcare proxy, and durable power of attorney.
You should also review your beneficiary designations for your life
insurance policies and retirement plan benefits. These
designations, which govern the disposition of assets passing
outside of your will or revocable trust, should be coordinated with
your overall estate plan.
In Depth
