06/03/2025
Wondering what actually goes into an estate plan? Letās break it down š
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Will ā Outlines who gets what and who handles it all.
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Power of Attorney ā Appoints someone to make financial decisions if you canāt.
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Healthcare Directive ā Shares your wishes for medical care and appoints a decision-maker.
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Trusts (if needed) ā Helps manage assets and avoid probate.
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Beneficiary Designations ā Ensures accounts like life insurance and retirement go to the right people.