If you own a home, cars, retirement accounts or other assets, then you should establish a Will to dictate who will receive those assets after your death.
Find out if and when you need to consult with an estate planning professional to create estate planning solutions to protect your family.
Access to information such as medical history, assets, important contacts, etc, can make or break a family’s ability to support each other in an emergency.
A financial power of attorney gives someone else the ability to act on your behalf to make financial decisions and handle your administrative affairs. It is intended to protect you in case you become incapacitated.