Interesting article in the Motley Fool that says the four things you need to have are:

  1. a will or revocable trust
  2. Beneficiary designations on financial accounts
  3. Healthcare durable power of attorney
  4. 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.

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  4. Coronavirus: Living Wills And Health Proxies – What Steps Should You Take Now?