Task Force Tip:  Review Your Estate Plan

03.24.2020

As you evaluate your business’ financial strategy in the days ahead, remember also to revisit your personal estate plan.  Members of the Hirschler estate planning team are standing by to review your current plan and to suggest changes that may be prudent in light of world events, your business needs and your personal circumstances. 

Among the important items you may wish to review in this uncertain time:

• Key fiduciary appointments (e.g., Executor, Trustee, etc.)
• Durable Powers of Attorney and Advance Medical Directives
• Asset protection planning
• Tax planning strategies that may be more impactful given current federal tax laws, market conditions, and the low interest rate environment

For more information or to discuss your current estate plan, please contact Josh Kelly at 804.771.9520 or jkelly@hirschlerlaw.com.