Community FAQ
What documents should I include in my estate plan?
A comprehensive estate plan should include a will to designate who inherits what, trusts to manage assets for minor children or family members with special needs, guardianship arrangements for young children, powers of attorney for financial decisions, and advance healthcare directives for medical decisions. Additional tools like living trusts, joint ownership arrangements, and beneficiary designations help assets bypass probate.
Answered by Shannon Neely, Shannon Neely Financial. Based on The Importance of Estate Planning.