What are the Key Elements of a Good Estate Plan?
Essential Estate Planning Documents: What You Need to KnowA good estate plan will take care of (i) who gets your assets when you pass; (ii) who you entrust to make medical and legal decisions for you if you are incapacitated; (iii) simplifying the process for your family after you are gone; and (iv) if applicable, protecting assets from estate taxes and/or the costs of assisted living for you and your spouse.
These are the key documents that can accomplish these goals:
Learn more here about the essential estate planning documents at different stages of life. |
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