Four Important Estate Planning Documents
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Transcript of Four Important Estate Planning Documents
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FOUR IMPORTANT ESTATE PLANNING DOCUMENTS
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When it comes to the estate planning process, there are many important documents to take into
consideration
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Last Will1
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Many consider this the most important estate planning document, as it is the most
common
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With this, you can decide how your property will be
distributed after you pass on
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Living Will2
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If you are incapacitated, a living will can ensure that your health care wishes are
followed
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Without this, complications can quickly mount up
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Power of Attorney3
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Are you worried about what would happen to your finances if you become incapacitated?
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This is where a power of attorney can save the day
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This appoints somebody the ability to handle your finances
for you
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Living Trust4
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There are many benefits of a living trust, including the ability to help
your estate avoid probate
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On top of this, it can save your beneficiary money on taxes
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DO YOU NEED THEM ALL?
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You may not need to create all four of these estate planning documents, but you should definitely consider the pros
and cons of each one
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HIRE AN ESTATE PLANNING ATTORNEY
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Do you have questions about these documents?
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Are you worried about making the right decisions?
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Hire an estate planning attorney who can guide you
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LEARN MORE ABOUT ESTATE PLANNING IN
WISCONSIN