Estate & Tax Planning Basics
Last Will & Testament
A legal document that communicates a person's final wishes pertaining to possessions and dependents.
While you are still alive, you transfer title to your property from your name to that of the trustee of the living trust.
Financial Power Of Attorney
It grants someone legal authority to act on your behalf for financial issues.
Health Care Power of Attorney
A legal document that allows an individual to designate another person to make medical decisions for them when they cannot make decisions.
An Actual Owner is a person or entity that receives the benefit of ownership.
Usually a person whose life expectancy is used to calculate particular features of a retirement plan.
Cover Your Debts
Insurance for your debts may make payments on that debt in the event that you are unable to, due to illness, accident or death.
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