Estate planning can seem overwhelming, but it’s an essential part of ensuring that your wishes are honored after you pass away. To help make the process simpler, I wanted to outline the key estate planning documents that the average person should consider:
These are the key estate planning documents that the average person should consider. Depending on your unique circumstances, you may also want to consider other documents, such as a health care proxy, prenuptial agreement, or letter of instruction.
If you have any questions or concerns about estate planning. I would be happy to discuss your options with you.
The foregoing information has been obtained from sources to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of Martin K. “Bo” Brown and not necessarily those of Raymond James
Raymond James and its advisors do not offer legal advice. You should discuss any legal matters with the appropriate professional.
