Top 5 Advice Topics for Estate Planning

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  1. Your 18-year-old high school student does need a Health Care Power of Attorney, Living Will, and HIPPA authorization.
  2. Your revocable living trust does NOT protect your assets from a nursing home.
  3. You must review old life insurance policies.
  4. You can keep your assets in your family and not to ex-spouses or creditors.
  5. You must review your estate plan often as families change and laws keep on changing. Good estate planning is not a one-and-done deal.