ESTATE PLANNING
ESTATE PLANNING
ESTATE PLANNING MODULE
A module to guide you through the planning process, providing information to help you make the best decisions for you.
QUICK GUIDE TO ESTATE PLANNING
Need-to-know information about the estate planning process in a brief, easy-to-digest document.
Estate planning can include writing down your wishes using these documents:
WILLS
Wills, which can be written, statutory or oral, are documents specifying those who will manage and inherit one’s assets.
TRUSTS
Trusts, or financial arrangements, allow a third party, or trustee, to hold assets on behalf of a beneficiary or beneficiaries.
POWERS OF ATTORNEY
Powers of attorney for financial affairs provide the authority to act for another person in financial matters.
