Key Documents to Revisit This Spring
✅ General Durable Power of Attorney (GDPOA):
Is the person you’ve chosen still ready and able to manage your financial affairs if needed? Without this document, loved ones may face lengthy and costly guardianship
proceedings.
✅ Healthcare Power of Attorney (HCPOA):
Does this document reflect your current preferences for medical care and life support? Have you discussed these choices with your appointed agent?
✅
Trusts & Beneficiary Designations:
Are your trusts properly funded and aligned with your goals? Have you checked your beneficiary designations on insurance policies and retirement accounts? An outdated designation can override your wishes, unintentionally benefiting the wrong person.
✅ Long-Term Care & Asset Protection Planning:
Have you considered strategies to safeguard your assets from the high cost of long-term care? Planning now can protect your estate while ensuring you get the care you need.
