#Estate planning checklist pdf plus#

Now, if you just saw the word “trust” and thought, Oh, Suze, that’s just for rich people, you couldn’t be more wrong. Revocable living trustĭrawn up correctly, this makes it easy to keep control of your finances today, let a trusted person step in if necessary, and ensure fewer problems for your heirs when you die.

#Estate planning checklist pdf plus#

This document, regularly included in an advance directive, lets you appoint someone ( plus a backup) to make medical choices on your behalf when you’re unable to do so. Durable power of attorney for health care For the forms necessary in your state, go to /advancedirectives. Under what circumstances might you want doctors to stop trying to fix what ails you? When might you want pain relief, even if it hastens your death? You can spell that out now so your relatives won’t have to struggle with these decisions later. A living will, which is a type of advance directive, explains the treatment you’d like to have should you ever be unable to speak for yourself. Advance directiveĪn advance directive offers loved ones and medical professionals a road map for your health care. The documents will give you and your family not just financial protection but peace of mind. This paperwork can shield your family from needless heartache, hassle and expense. At this stage of your life, preparing these must-have documents is one of the most profound acts of love you can bestow. There’s not a thing you wouldn’t do to help them.īut I also know that what’s in your heart is not enough. En español | I know you love your family.