Monday, April 23, 2007

I Have Homework

So a woman from the Estate Planning company we set up our Living Trust with came by the other night to let us know about a change in laws that affects our trust. While she was here, she looked through our Trust and saw a number of things that need updating or completing. So, I have homework. I need to double check with the lawyer to see if my son was added. My husband and I need to finish our choices for Advance Health Care Directive, we need to change our property from the townhouse we had, to the house we currently own, we need to add in our timeshares, and we need to get our bank accounts switched over to our trust rather than to us as individuals.

Sooooo, I have a bunch of things to work on and really need to get on it!

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