Having an estate strategy puts you in charge of life's important decisions.
Click HERE to watch a short video on the 4 basic elements of an Estate Strategy.
They include:
1. Write a cheat sheet letter- not a legal document but something that lets your beneficiaries know where to find important papers.
2. Living Will - Addresses medical care that you want to receive.
3. Living Trusts- Created and funded when you are alive and lets the assets pass to your beneficiaries after your death.
4. Power of Attorney- lets another person make financial decisions on your behalf. (Different than a Medical Power of Attorney)