Happy New Year! Time to wrap up last year and usher in new changes with conviction. Many people have estate planning on thier "to do" list or as a resolution for the year. Others aren't even sure if they need it or what it means. So a brief recap might be useful.
Who needs estate planning?
What is "estate planning"?
Estate planning is a term that encompases both a process and a variety of documents. The process is a discussion between you and your estate planning attorney about your current life situation including:
Depending on your specific situation, the documents that may result from this discussion include:
If you fall in to any of these categories and want to start or revise your estate planning process, give us a call at (509) 557-7797 to schedule an appointment today. May your year be productive and fulfilling!
Megan M. Lewis