Getting Your Affairs in Order: Essential Legal Documents

Happy 2024! It’s the new year and the year for you to think about creating an estate plan for the first time or to pick up and review your existing estate plan.

Schooley Law Firm recommends that you review your documents every three years to ensure that the right people are still named as fiduciaries in your documents, that your intended beneficiaries are still living, that your assets have not largely changed, and that your plan still comports with your wishes, generally.

If you’re just starting you may wonder what legal documents should you have in place to prepare for an emergency. Learn more about a Durable Power of Attorney, Financial Power of Attorney, and Advanced Healthcare Directive - Living Will - in this critical video from an elder law expert.