A well thought out, professionally-drafted will as well as Powers of Attorney (medical and property) are important at any stage of adult life in order to ensure that your wishes are carried out upon your death.
The team at APEX can consult with you on a number of issues in this area, including designating your beneficiaries, ensuring your estate tax is efficient to maximize benefits to your heirs, and some strategies that you can consider when you’re organizing your financial affairs.
We strongly recommend that you consult with your lawyer to properly prepare your will and Powers of Attorney, and that you communicate the necessary information to your family members so that they know your wishes and who to contact.
We can provide you with a number of tools that will help you prepare for the conversations with your lawyer and members of your family, to ensure that things go smoothly and everyone understands the significance of this process. Contact your APEX team today.