Three Tips for Effective Estate Planning

Do you know the three documents every American needs to have? According to Attorney Nathan Powell of Powell & Edwards everyone should have a:

  • Healthcare Directive

This functions as an emergency contact sheet, empowers and delegates healthcare decision-making responsibility, and allows some decisions to be made ahead of time.
                   

  • Financial Power of Attorney

This document empowers and delegates financial responsibly and it also expands or restricts general financial authority in ways the principal chooses.
 

  • Last Will and Testament (this is only effective after death)

Your last will and testament allows you to protect the vulnerable, provide a plan and preserve a legacy. 
        

Would you like to know more about how you can easily and strategically leave a legacy?

Contact us today and we’ll help you develop a philanthropy plan, or what we like to call your “journey of generosity”.

 

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