06/03/2025
Wondering what actually goes into an estate plan? Let’s break it down 👇
✅ Will – Outlines who gets what and who handles it all.
✅ Power of Attorney – Appoints someone to make financial decisions if you can’t.
✅ Healthcare Directive – Shares your wishes for medical care and appoints a decision-maker.
✅ Trusts (if needed) – Helps manage assets and avoid probate.
✅ Beneficiary Designations – Ensures accounts like life insurance and retirement go to the right people.
