At its core, estate planning is the process of ensuring that your loved ones receive your stuff after you pass away. At the same time, we must also address the realities of aging. How do we do that as part of an effective estate plan? How does an estate plan and incapacity go hand-in-hand? Aging …
Do You Have the Essentials? 5 Estate Planning Documents
It is generally best to break complex responsibilities down to their simplest components. For example, how do you restore a car? As the song says, “one piece at a time.” This principle applies equally to estate planning, so let’s look at the five fundamental planning documents that can form the basis of our estate plans. …
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