04.08.20

Estate Planning In Uncertain Times


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As the COVID-19 crisis continues to evolve in Oklahoma, we want to assure you that Kevin L. Miller, PC is here and thinking of you. 

These turbulent times have caused many of us to think about the steps we might take to confirm that our affairs are in order and that we have provided for our family members and love ones.

 

To aide in that review, we provide the following tips:

 

First, perform an estate plan check-up.  Review your existing estate plan documents and consider whether there are any changes to your family and financial circumstances that would necessitate an update to those documents.  If you have no estate plan, then now is the time to remedy that.

 

Second, does someone else know where you keep your important documents, computer passwords, a list of key advisors?  Is the person you have designated to serve as your successor trustee aware of and willing to serve in that role?

 

Third, do you have Durable Power of Attorney for Health Care and an Advance Health Care Directive in place should you become incapacitated or disabled?

 

We want you to know that our offices are fully operational.  We are available to prepare new trusts, will, powers of attorney and other important documents.  We can update your estate plan.  In either instance, we can help you comply with the requisite signing formalities so that your new documents can take effect as quickly as possible.

Our offices are open Monday thru Friday from 9:00 am to 5:00 pm.  We can be reached at 405-943-6650 ext. 324 or at 405-443-5100 or by email at kevin at kevinmillerpc.com.