Legal-Ease: Extra checklist before heading south for the winter

Many people in northwest Ohio head south for the winter. In addition to the regular packing and planning, here are four more items that Lee suggests adding to your checklist before heading south.

First, make sure that your general/financial power of attorney and healthcare power of attorney documents have been updated since May 2017. Make sure your living will is updated and that you’ve given copies to family and friends. Be sure that your will is in the hands of someone you really trust before you leave town. Finally, work with your attorney to be sure you’ve identified every bank, investment, savings, retirement and other account in your name.

So many of my clients head south for the winter. I am admittedly immensely jealous of them. However, most often, the annual trip toward warmer weather represents a well-earned payback for decades of overtime, hard work, sacrifice, blood, sweat and tears.

I soon hope to take the Florida bar examination and become a Florida-licensed attorney so that I can advise clients in-person while they enjoy their well-deserved enjoyment of warmer weather. By this time next year, I hope I will be able to discuss estate planning over cocktails, pressure-free fishing and almost unlimited naps while giving legal advice.

Read Lee’s article on what to do before heading south for the winter here: Legal-Ease: Extra checklist before heading south for the winter

Source: LimaOhio.com, “Legal-Ease: Extra checklist before heading south for the winter,” by Lee R. Schroeder, October 13, 2018

Lee R. Schroeder is an Ohio licensed attorney at Schroeder Law LLC in Putnam County. He limits his practice to business, real estate, estate planning and agriculture issues in northwest Ohio. He can be reached at [email protected] or at 419-659-2058. This article is not intended to serve as legal advice, and specific advice should be sought from the licensed attorney of your choice based upon the specific facts and circumstances that you face.

Posted in Estate Planning and tagged .