So, You Have an Estate Plan ... Now What?

Congratulations! You've been meaning to create an estate plan for a long time -- and now you finally have a health care advance directive, a durable power of attorney, a will and maybe even a revocable trust.

You've accomplished something important for you and your family, but you are not done yet. Here's what you need to do to maintain your estate plan:

Review Asset Ownership

Your estate plan should take into account how you own your assets. You want your loved ones to have easy access to your assets in the event of an accident, incapacity or death. Depending upon your estate plan and your circumstances, perhaps your accounts should be owned jointly with a loved one. You might also add your attorney-in-fact