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Estate Planning

What Every Estate Plan Should Have

Almost every estate plan should include:

  1. A living trust – the legal “bucket” that holds your assets, which you control completely during your life.
  2. A pour over will – the safety net that ensures that anything you forgot to put into trust gets poured into the trust at your death and distributed as you direct.
  3. Advance Health Care Directive – the document that empowers someone else to make a health care decision for you if you cannot make the decision yourself.
  4. Durable Power of Attorney for Finances – the document that allows someone else to sign your tax return, access and pay your car loan, transfer money into your trust, and a myriad other financial-related functions.