Essential Estate Planning Documents Every Adult Needs
Passing It On: Estate Planning for Families · Michael Pevney
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Show Notes
Every adult — no matter their age or wealth — should have key estate planning documents in place. In this episode, I explain the three essential documents everyone should have:
• Durable Power of Attorney — Ensures someone you trust can manage your finances if you're unable to.
• Advance Healthcare Directive — Outlines your medical wishes and appoints someone to make healthcare decisions on your behalf.
• Simple Will — Specifies how your assets should be distributed after you pass away.
For enhanced protection and to avoid probate, a revocable living trust can take your planning to the next level.
California residents: Protect your future with a FREE estate planning strategy session. Schedule yours now at www.ocestateplanlawyer.com.
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