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With the fall season here, now is an excellent time to review your affairs. Below is a checklist to ensure your planning meets your needs and is up-to-date:

  1. When was your power of attorney last updated? A power of attorney is a valuable legal document, no matter what the circumstance. Not only is it flexible and can be prepared to meet your particular needs, but it can be made effective immediately or when you are unable to manage your own affairs. It is vital to review it periodically and replace it with a new one as necessary. This need may arise if you need to name a new person to help you or if you need to add or remove powers from the document.
  1. Does your trust/will still match your wishes? Once a will or trust is created, many people simply put it in a safe place and forget about it. There are several reasons to review and update these estate planning instruments