If you’re approaching 50 or past that mark or you have property worth more than $100,000, then your complete estate plan would include:
*click for more details
This document details how you want your assets and possessions distributed after your death. A pour over will works in conjunction with a Living Trust, “pouring” assets outside the trust into the trust when you die.
A plan that keeps your assets under your control, but specifies in detail who gets what and when after you die.
(for financial matters) Names an individual to act in your behalf on specified matters should you be incapacitated.
Appoints an agent who will carry out your wishes for healthcare if you are unable to communicate for yourself.
Disclaimer: Use of this website does not create an attorney client relationship, nor does the information constitute legal, fiscal or other professional advice. We invest a great deal of effort in maintaining the accuracy and currency of the information, but we do not assume liability for loss or damage due to reliance on the material presented on line.
