Having a financial plan in place during your lifetime is an important step in achieving peace of mind. But what would happen to your finances if you were to die suddenly, or if you were no longer able to manage your affairs due to incapacity?
There are important estate planning documents everyone should have so they can be ready for life’s uncertainties. These include a will, revocable trust (if appropriate), financial and health care powers of attorney, a living will and up-to-date beneficiary designations for retirement plans and life insurance.
