Planning one’s estate is an important component of your financial outlook; however, most avoid acting on this aspect to the detriment of their loved ones after their death. Check out these three resources so that you can get your estate documents created:

  • Read: It’s natural to put off estate planning. After all, no one wants to anticipate his or her own death. You also may think that only the wealthy require estate planning. Not so! Read this brief article on Understanding the Estate Planning Process to see why everyone should get these tasks accomplished.
  • Listen: This podcast with Joshua Sheats is a simple overview of the major estate planning documents: a will, a living will, a medical power of attorney, and a durable power of attorney. See what they mean and why they’re important. Note that this is not a technical deep-dive into these documents; it is a light and friendly overview.
  • Watch: In this interview with an estate planning attorney, you will be introduced to ten common estate planning mistakes to avoid based on her experience with clients.

Services SpotlightEverplans is a secure, digital archive of everything your loved ones will need should something happen to you. They offer secure sharing of your information, expert guidance and resources, a custom fit for your situation, and security you can rely on. Everplans contain wills, trusts, and insurance policies; important accounts and passwords; health and medical information; advance directives and DNRs; final wishes and funeral preferences; and more. All new users receive a free 30-day trial; annual subscription is $75.

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You can click on the links below to access this month’s resources. Thanks for reading, listening, and watching!

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