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  4.  » The Weekly Pulse –  Top Estate Planning Tips During a Pandemic

It’s been over a year since the world, our country, and beloved city has been afflicted by the COVID-19 pandemic. We thank every rapid medical and scientific researchers that has worked endlessly to develop the present-day vaccinations so that we can all live happy and healthy to move in stride towards a possible future where we can freely hug our loved ones and fulfill post-pandemic goals/aspirations.  

For some the COVID-19 pandemic was a wake-up call to get their affairs in order which for many included starting a living trust, crafting or updating an estate plan, advance health care directives, wills, and powers of attorney among other initiatives. If you are among those considering a deliberative plan for the next phase of your life but are unsure of how to begin it isn’t too late to get your affairs in order so that you and your family can be prepared. Right now, there may be some things out of your control planning for your estate should not be one of them. Here are some viable estate planning tips you may want to consider:

  • Expect Changes to the Traditional Estate-Planning Process.
      • For those who choose to work with traditional providers, understand the process may be different and take longer than usual. As a result of the pandemic consultations and processes are being conducted remotely and we foresee these new methods of operation to continue. If you’re interested in learning more about the estate-planning process, we encourage you to contact our team of Estate planning professionals.
  • Do Your Homework.
      • Whether you decided to plan your estate using a do-it-yourself provider or solicit the services of an attorney, it’s important to thoroughly research your options. Our firm has been planning estates and after-life affairs for families and businesses for over 25 years. Our team of Estate Attorneys will provide you with quality service and will answer all your questions.
  • Financial Power of Attorney
    • Power of Attorneys give a person of your choosing the legal authority to manage your financial and real estate affairs on your behalf while you are still living. This is an essential tool particularly if you are in quarantine, in the hospital, and need a responsible person to pay your bills, file your taxes, collect and hold your mail, and many of your other day-to-day affairs. Power of Attorney forms can download your state government’s website or downloaded online from: LegalZoom, FreeWill.com, and others.
  • Advance Health Care Directive
      • A medical Power of Attorney is also commonly referred to as an advanced health care directive. This document designates someone to make healthcare decisions for you in the event you are unable to do so yourself. This document can and should also list your preference for end-of-life care and do not resuscitate instructions, among other things which are especially critical during these unprecedented times.
  • Make Sure Your Documents Reflect Your Wishes 
    • Any medical or financial Power of Attorney is only as good as how meticulous and up to date the information is. Hence it is vital that existing estate planning documents be reviewed annually (preferably bi-annually) to ensure that the information is current and accurately reflects your wishes. Secondly, be sure to confirm that all trustees and executors are still able and willing to serve. It is of equal importance to know that your estate planning document is kept in a safe and accessible place that at least one person, preferably your attorney or executor, is aware of.
  • Consult your estate planning attorney. If you have an estate plan already in place, consider reviewing your plan, compile a list of questions or concerns and contact your estate planning attorney to discuss and determine if any updates are needed. This is the perfect time to ensure your legacy plan is accurately reflected and your estate planning goals are being met.

How can The Law Offices of Marjory Cajoux support you? In these uncertain times, it’s essential to remain agile and proactive. Whether you need to discuss your current financial situation and learn what options are available to you or need to be guided through the estate planning process, our team of experts are ready to help you every step of the way. Give us a call today or visit our website.

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