Estate Management Checklist

Do you have a will? A will enables you to specify who you want to inherit your property and other assets. A will also enable you to name a guardian for your minor children. Do you have healthcare documents in place? Healthcare documents spell out your wishes for...

Critical Estate Documents

Financial Documents  Joint OwnershipDurable Power of AttorneyLiving TrustWhat does it do?Enables you to own property jointly with another personAuthorizes someone to handle legal and financial decisions if you become incapacitatedHolds your belongings until your...