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So, You Have an Estate Plan … Now What?

November 20, 2019

From the Kiplinger website

These legal documents can’t just be put in a drawer and forgotten for years and years. They need to be tended to periodically, or else they may cause problems when you need them the most.

Congratulations! You’ve been meaning to create an estate plan for a long time — and now you finally have a health care advance directive, a durable power of attorney, a will and maybe even a revocable trust.

You’ve accomplished something important for you and your family, but you are not done yet. Here’s what you need to do to maintain your estate plan:

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