Updating your documents

Estate planning is an ongoing process because financial situations change, people come and go out of our lives and  laws can change.  Reviewing your documents and any changes in assets is important.  Cars and properties must be titled in the trust, or else these things will go to probate.  Do you know about HIPAA?  The law has changed and your documents may need to be updated.  The problem is that the new law does not allow your loved ones to get your medical information if you are incapacitated.  Call us for a free trust review to see if you need these vital changes.

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