Financial Advice for Retirement, Social Security, IRAs and Estate Planning

Estate Planning Forms and Documents

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estate planning

Power of Attorney: The Most Important Document in Your Estate Plan

June 29, 2018

The financial power of attorney (POA) could be the most important document in your estate plan. Yet, many people don’t have one. And many people who do have a power of attorney didn’t give it much thought and have inadequate documents. Adverse results can range from bills not being paid on time to trusted people […]

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Six Kinds of Estate Planning Family Documents to Secure

June 1, 2003

Some documents are so important that they, or copies, should be stored securely. I don’t recommend a safe deposit box, for reasons explained in my June 2002 visit, which is available in the web site Archive. Consider a fireproof container or keeping copies at both the home and the office. The Federal Emergency Management Agency […]

estate planning

Two Estate Planning Documents You Must Have

July 1, 2002

An estate plan might contain many documents. Estate plans that fail, however, often do so because of two key and often overlooked documents. Take care that these documents are in your estate plan and meet your needs. The first document to consider is the durable power of attorney. Most of us won’t ever use this document, […]

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