We are well into 2024. After the last four years we just had, it’s more important than ever to have an Estate plan! If you have an existing estate plan, it is very important to review your estate plan periodically to make sure it is up to date. This is probably a good time to do that.

A common misconception I often hear is: “I need to get a Will.” Wills were primarily used by our parent’s generation. Unfortunately, for many people a Will just doesn’t accomplish all of their wishes. A lot of families opt to have a Trust. Trusts can be used to avoid probate and protect your assets. This should be the year that you meet with an estate planning attorney to review and assess your current situation and make sure that you have the proper estate planning documents in place. You also may need to update documents such as your Durable Power of Attorney or Health Care Proxy to make sure they are current. Don’t let another year go by. Do it this year. Call me and I will be happy to help you!

Elder Law Attorney Rob Romano practices Estate Planning, Medicaid Planning and Asset Protection. He teaches his “Estate Planning Essentials” workshop on the South Shore periodically. Attending a free workshop is a great way to learn about estate planning, protecting your assets and many family issues that affect all families. The dates and times of the upcoming workshops are listed under the Workshops tab, or you can call us at (617) 769-9843.