Estate Planning can be a Source of Freedom & Joy
In this month’s edition of the Planner’s Playbook, our very own Greg Mattacola introduces us to estate planning.
- Why do we work so hard?
- Who lies at the base of our motivations?
- Protect and provide for those you love!
The Importance of Estate Planning
Estate planning may seem complicated, but it does not have to be. Understanding what it is and what documents are needed to ensure your wishes are carried out is essential. In this article, we will discuss the following:
- What is an estate plan?
- Important Documents:
- Last Will and Testament
- Power of Attorney
- Health Care Proxy
- Living Will
- Final Thoughts
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