Your Estate Planning Crisis Checklist

Clients often call us in a crisis, when decisions over the legal affairs or care of a loved one are imminent. While each situation is unique, there are some common guidelines that can help everyone move forward through times of turmoil.

On this Life Happens podcast, attorneys Aaron Connor and Rebecca Cerny outline a Crisis Checklist that families can use to to keep Estate Plans on track.

Our checklist includes:

• Avoid making emotional decisions under stress

• React, but don’t overreact

• Involve your Advisors

You never know when a crisis will hit with legal or elder care challenges. So plan ahead to be ready for that day!