back to basics
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!
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Megan M. Lewis
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