As the year draws to a close, it's essential to take a moment to review and update your estate plan, ensuring it reflects your current wishes before 2025.
It's important to review your will and any trusts annually to ensure they still reflect your wishes, taking into account significant life changes this year.
In the Bay Area, where real estate transactions are common, updating your estate plan to include or remove significant assets is crucial.
Review your power of attorney and healthcare directives to ensure the appointed agents and the powers granted align with your current needs.
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