4 Estate Planning Documents You Need

Is Estate Planning for me?

Estate planning is an important process that everyone should consider, regardless of their age or wealth.  By creating an estate plan, you can ensure that your wishes are carried out after you pass away, and that your loved ones are taken care of.

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There are several key estate planning documents that everyone should have, including:

A Will

A Will is a legal document that outlines your wishes for how your assets will be distributed after you pass away.

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A Trust

A Trust is a legal arrangement in which you transfer assets to a trustee to manage for the benefit of your beneficiaries.

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A Power of Attorney

A power of attorney is a legal document that gives someone else the authority to make financial or healthcare decisions on your behalf if you become incapacitated.

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A Healthcare Directive

A healthcare directive, also known as a living will, is a legal document that outlines your wishes for medical treatment if you become incapacitated.

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Hire an Attorney.

While it’s possible to create an estate plan on your own, there are many benefits to hiring an experienced estate planning attorney. At the end of the day, these are legal documents, you should hire a qualified attorney to help you.