Estate Planning and More

If you haven't already, it's a good idea to sit down and get your legal and administrative work out of the way. It's very important that, if you become incapacitated and can't make decisions for yourself, you've made sure that both your health care and your estate are handled according to your wishes.

Important Tips

Your Health Care

Probably the most important documents you'll need for the near future are related to health care. If you don't have these documents in place, doctors, judges, or little-known relatives could end up making decisions about your medical treatment if you are unable to provide direction.

Your Estate

You may already be familiar with some of the documents that direct how your estate will be treated. Similar to health care directives, these documents make sure your property is handled according to your wishes either during periods of incapacitation or after your death.

Failure to have the appropriate legal documents in place could result in your survivors having insufficient cash for your funeral expenses, your assets and property being distributed against your wishes, unnecessary taxation, and/or probate delays and other legal complications.

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