Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen estate planning attorney Missy Shands-Manning to discuss how to tackle estate planning in the new year.
Ms. Manning discusses the increase in people seeking estate planning services at the beginning of the year, whether there is a sense of urgency with clients brought on by the ongoing pandemic, important documents and information to share with an estate planning attorney, why it is necessary to meet with an attorney without family or friends present, the purpose of a medical power of attorney, what to keep in mind when choosing someone to serve as power of attorney, the benefits of having a trust over a will, the challenges of probate, how often you should review an estate plan, and more.
If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.
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