Greater San Diego Business Association

Have you set new goals for yourself in 2012? The new year tends to get us all to stop and think about our life, and evaluate what we would like to change or better about it. These goals and changes may affect your estate plan if they involve family circumstances or relationships with those close to you. For example, has your relationship with a friend, family member, or significant other changed so that they are (or are not) a very trusted and important person in your life now? Or do you hope to grow your family and have children this year? Family and relationship changes may raise the need to create an estate plan or update your existing estate plan to change the beneficiaries you have named, re-evaluate how you are providing for your loved ones in your plan, and review the people you have named to serve as your agents for health care and financial decisions. To keep your estate plan aligned with your wishes, make it one of your new year’s resolutions to review your estate plan, or if you haven't already, to get a will, trust, power of attorney, and health care documents in place to protect your family and your assets!

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Comment by Kevin M. Hannahoe on February 3, 2012 at 1:57pm

Well said Christine!  I have made this a goal of mine for 2012.  I've begun to identify and tap certain members to play pivotal roles in my power of attorney and health care documents.  I'll keep you posted with my development and seek your advice/assistance down the road!

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