Spring clean your estate plan. Review your estate plan as part of your spring cleaning. Ensure that it is up-to-date to meet your needs and goals. You should review your estate plan team, beneficiaries, and team instructions.
Here is a form for the Estate Plan Team Instruction Manual.
Jeff is Certified as an Elder Law Attorney (CELA) by the National Elder Law Foundation, a distinction held by only a handful of lawyers in Indiana. For almost 20 years, he has focused on elder law, estate planning, long-term care planning, Medicaid planning, Veterans Affairs benefits planning, special needs planning, guardianships, and estate administration.