Four Documents You Need

Close up on woman's notary public hand  stamping the documentWhat concepts should you be familiar with when going to see an estate planning attorney?

A story on says there are four things you should know a little about before your first meeting with your estate planning attorney.

They are:

  • A basic will. A catch-all to ensure your assets and properties be passed on according to your wishes. You might also consider a living trust. It stays out of the public record.
  • A durable power of attorney. It names an agent to act on your behalf in case of disability.
  • A health care power of attorney. It names someone to make important health care decisions on your behalf.
  • Beneficiary designations. Make sure to list beneficiaries for all of your retirement accounts and life insurance policies.

If you have questions about estate planning, feel free to contact us for a consultation at (626) 696-3145.


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