Estate Plan Essentials

Many understand the importance of making an estate plan but fail to be proactive in setting a plan in motion.

The following documents are the bare essentials for any adult, individual, parent or retired person, in any circumstance, financial position, or phase in life, to ensure their person and estate will be cared for according to their wishes.

Revocable Living Trust

A revocable living trust is essential for giving you control and flexibility over your assets, allowing you to avoid probate, preserve privacy, and manage your estate efficiently—both during your lifetime and after your death—while retaining the ability to make changes as your circumstances evolve.

Medical Directives

A medical directive in estate planning is essential because it clearly communicates your healthcare wishes and appoints a trusted person to make decisions for you if you become unable to do so, ensuring your medical preferences are honored and reducing uncertainty or conflict among family members.

Power of Attorney

A power of attorney is essential in estate planning because it authorizes a trusted individual to manage your financial and legal affairs if you become unable to do so, safeguarding your interests and helping to ensure continuity in your personal and business matters.

Funding Documents

Funding documents are essential in estate planning because they ensure your assets are properly transferred into your trust, enabling it to function as intended and helping you avoid probate, maintain privacy, and achieve your estate planning goals efficiently.

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