Tips on choosing your estate planning team

Finding a trustworthy person with the right level of knowledge who is willing to serve as your executor, trustee, power of attorney agent or medical directive agent, and guardian for your minor children is not always easy. For families creating estate plans while they are healthy, nearly everyone is always receptive to pitching in but as you age and your health as well as your family and financial situation become more complex, selecting and securing the right person can be more difficult. Be sure they understand the gravity of your request and then make time to educate them about how best to act as your advocate. Choosing the right people or corp Trust Company may be one of the most important decisions you make in the creation of your various estate planning documents.

Read the Article on “Tips on choosing your estate planning team” in the August 5, 2014 issue of the Atlanta Journal Constitution.

2016-12-22T06:23:47+00:00 August 6th, 2014|Blog|

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