January 12, 2017
Nick Holeman, CFP®
An estate plan helps to ensure that your wishes regarding your health and assets can be carried out accordingly, before and after your death.
Originally published: October 19, 2016
Estate plans provide a roadmap for important decisions regarding your health and assets, and generally cover two phases: before and after your death.
Without an estate plan, state laws will determine the fate of your medical care and assets. What they dictate may not be in line with your wishes.
Estate planning includes setting up a financial power of attorney and health care directive, a will and/or trust, and assigning joint owners and beneficiaries to your assets.
Once you’ve created an estate plan, review it every two years to account for any major life changes among your family members and beneficiaries.
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