Creating an Estate Plan
It's your legacy
Setting up an estate plan doesn't have to be complicated. Here are some things you can do to get started:
- A will and final letter of instructions—Make sure loved ones know where to find these and other important documents, including an inventory list of accounts, assets, insurance policies, etc.
- A living will or advance health care directive—Be sure to establish durable power of attorney and durable power of attorney for health care, appointing someone you trust to handle your affairs in case you become incapacitated.
- A revocable living trust—This might be most appropriate for your situation.