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The Importance of Reviewing Estate Plans in the Midst of the Pandemic

The COVID-19 pandemic has impacted every facet of day-to-day life and has presented unprecedented challenges. A proper estate planning review is an excellent way to maintain a sense of comfort that you have accounted for these uncertain times by ensuring that personal preferences and wishes are carried.

Especially important are “advance directives” designating agents who can make decisions regarding your healthcare and property in the event of incapacitation. In addition, now is the time to ensure that your estate is administered and distributed in accordance with your wishes.

Appropriate estate planning should also include a review of beneficiary designations on bank, brokerage and retirement accounts. Such designations are a good way of avoiding or limiting probate proceedings.

Shapiro, Blasi, Wasserman & Hermann can review, revise or prepare estate planning documents virtually. This includes detailed signing instructions to ensure that your documents are properly executed. Fortunately, during this period of social distancing, many of the advance directives, such as health care surrogate designations, preneed guardian designations, living wills, and powers of attorney, can be executed or modified by you outside of our office, if necessary.



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Shapiro, Blasi, Wasserman & Hermann, P.A., with offices located in Boca Raton, Florida, has practice areas in Commercial Litigation, Labor and Employment, Construction Litigation, Chinese Drywall Litigation, Bankruptcy and Creditor's Rights, Real Estate Transactions, Real Estate Litigation, Business Transactions, Family Law, Wills, Trusts and Estates, and Appellate Matters. We represent clients throughout Florida and nationwide.

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