The essential money documents that every person should have
You have worked hard.
Have respect for the money and people in your life by expressing your wishes in black and white.
1. Will
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A will is a document that expresses your wishes after you pass away.
2. Living revocable trust
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This is a place to park your assets.
When your assets are in a trust this will help you avoid probate and the court system when ever the time comes.
3. Durable power of attorney for healthcare
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Clearly state your wishes for your healthcare needs
4. Financial power of attorney
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Clearly state what you want to happen with your finances.
