- Reviewing accounts whether retitling in the name of a trust, updating benefeciaries, and/or putting Transfer on Death/Payable on Death on the accounts.
- Update or create a will and trust for you.
- This is very important as a trust holds assets for minor children. Give careful thought to who would care for your minor children in the event something happens to you.
- Review or establish your Advance Directive.
- Review or establish your Power of Attorney