The Two Estate Planning Documents Everyone Needs—No Matter What
Passing It On: Estate Planning for Families · Michael Pevney
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Show Notes
In this episode, I break down the two essential documents every adult should have in place before they pass away: a financial power of attorney and a healthcare power of attorney—also known in California as an advance healthcare directive. These documents aren't just for the wealthy; they're critical tools for anyone who wants to make sure their finances and healthcare decisions are handled properly if they're ever unable to do it themselves.
I also talk about the next step for many people: setting up a revocable living trust. Whether you're just getting started with estate planning or looking to fill in the gaps, this episode is a great place to begin.
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