What are the most important estate planning documents?
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- Опубликовано: 5 сен 2024
- Estate planning can ensure that your final wishes are honored and your loved ones aren't burdened with extra stress. Here are the key documents to have ready.
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Transcript:
So every client’s estate plan is going to look different, but there’s a few things that we want to make sure that you have checked off that we are reviewing on an annual basis. Number one, do you have a will and if so, do you have a trust set up? Medical directive, power of attorney, guardianship right if you’ve got little ones is all really, really important to have in place so that we’re not going through court and fighting, probate, but you know, we’ve got this ironed out, it’s all on paper, it’s updated, it’s recent, and everything will be a smooth transition in the event that something unexpected happens.