Estate Planning Tips from Hawaii Trust & Estate Counsel
Peace of mind seems a little easier said than done lately. These unprecedented times have changed how we do business and ultimately live our lives, but our goal remains to set up effective plans that provide peace of mind.
Here are three estate planning tips to help with peace of mind:
1. Check that your Advance Healthcare Directive and Power of Attorney have been updated since 2015. These documents are more likely to work, in case of incapacity, if they have been updated in the last 4-5 years.
2. If you have adult children away at college, they should have an Advance Healthcare Directive and Power of Attorney in both Hawaii and the State where they go to school.
3. Make sure your designated beneficiaries listed on retirement and bank accounts match your wishes designated in your estate plan.
We invite you to learn more by joining the "Estate Planning in the time of COVID-19" webinar, happening on Thursday, October 22nd, at 1pm - 2:30pm, live on Zoom. Register here.
As always, you can contact us at (808) 334-3343 or by email if you have any questions or would like to speak to an attorney.