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Estate Planning

Estate planning is the legal planning that helps you control who will inherit your money and property, and who can make medical and financial decisions on your behalf if you’re unable to do so yourself. Key documents include beneficiary designation forms, a will, health-care proxy, durable power of attorney, and sometimes, a trust.

Four Reasons for Women to Have an Estate Plan

One of the financial planning areas that women often forget, but need to particularly pay attention to, is estate planning. An Estate plan is the legal planning that helps you control who will inherit your money and property, and who can make medical and financial decisions on your behalf if you can’t.

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