Protect Your Family and Your Assets

While we're all at home, now is a good time to consider whether you have taken the appropriate steps to protect the assets you have worked so hard to secure and to ensure the future and the peace of mind of your family.

Especially in these uncertain times, these are a few of the things you should consider:

1. Have you made a Will? 2. Do you need a Trust? 3. Do you have a Health Care Proxy in place? 4. Do you have a Financial Power of Attorney? 5. Do you have sufficient Life Insurance? 6. Is there an appropriate Guardian appointed for your minor children?

If you already have these documents in place, now would be a good time to make sure that they are updated.

If you are, or someone you know is, interested in learning more about the Basics of Estate Planning, please call my office at any time to set up an appointment to talk by phone. Zoom Teleconference is also available. I am available to speak with you 24 hours a day 7 days a week.

Stay Safe and Stay Healthy.