Interesting article in the Motley Fool that says the four things you need to have are:
- a will or revocable trust
- Beneficiary designations on financial accounts
- Healthcare durable power of attorney
- Financial durable power of attorney
Read the article for more about each of these important documents.
P.S. Items 1, 3 & 4 are included in our comprehensive estate plan with a trust and our Peach of Mind Bundle. See the contents of the two estate plan packages.