Your Top 3 Estate Planning Documents Explained (do not put these off!)

Not many people like to think about their mortality. However, ensuring that you have the proper documents in place before you die will help your heirs. You do not want to delay in getting these documents drafted!

Your will, powers of attorney for financial matters, and advanced directives for medical care are three of the most important estate planning documents that people need to have in place.

Join us as we overview these documents and talk through some considerations to discuss with your estate planning attorney.

This content was written by Spencer S. Hall CFP®, RLP ®, CKA ®, MBA, MDiv

Spencer is a Certified Financial Planner™ with 14 years in the field of retirement and financial planning. As a second-generation financial advisor at Retirement Planning Services, Spencer brings a wealth of experience and passion to help clients align their wealth with their core values.

Advisory services offered through Retirement Planning Services, LLC.

The information in this article is intended for general educational and informational purposes only, and should not be construed as investment advisory, financial planning, legal, tax, or other professional advice based on your specific situation. Please consult with your professional advisor(s) before taking any action based on its contents.