Estate Planning Spring Cleaning

house spring cleaningNow is the time of year we spring clean our homes. Besides your home, spend a little time this spring reviewing your estate plan to see if it needs a little sprucing up too. Contact the estate planning Anaheim CA Katje Law Group to assist you in making sure everything is up to date. Here are some tips.

Review accounts

If you need help to review your documents, contact the Anaheim estate planning Katje Law Group. If you currently have a Revocable Living Trust, review your accounts to ensure the title of each account is in the correct name. Each account needs to be in the name of your trust. Check with your attorney if in doubt.

Review beneficiaries

Check all beneficiaries on retirement accounts and life insurance policies and ensure that both primary and secondary beneficiaries are correct. If you have a minor child or a disabled person as a beneficiary, make sure you have named one person to control the funds on behalf of the minor child. This area can cause problems upon death as special planning is needed, so get help from the estate planning Anaheim Katje Law Group.

Review point people

If an emergency occurs, do you have someone named to act on your behalf to handle your medical or financial affairs? If you have, does the decision stand, or does it need to be adjusted?

Update your address or other information

If you have moved, have a new email address, telephone number, etc., make sure you update that information. If you have a trust, has your new home been granted to it correctly? Does your attorney know your new address or email? If you don’t have an attorney, consider the Anaheim estate planning Katje Law Group.

What about your pets?

Do you have someone loving and responsible named to care for your pets in the event of your passing? Ensure there are funds set aside for your pet’s care if needed. Remember, the cost of caring for a goldfish is not the same as caring for a horse. Make sure the plans you have for pets are current.

This is a good time of year to review your trust documents to ensure everything is up to date and as you want it. Contact the Anaheim CA estate planning Katje Law Group today to get all the help and advice you need for your trust and will.

Contact Katje Law Group today at 714-400-2970 or info@katjelawgroup.com