Documenting your wishes can be a gift to your loved ones, should they face making unexpected and critical decisions on your behalf. Start simply to make your planning more manageable. Once you’ve outlined your wishes and identified the legal documents you think you’ll need, a lawyer with whom you’re comfortable can help guide you through to the end of document creation.
To help you understand how different legal documents protect you, consider this small step.
Small Step: Learn About The Legal Documents You May Need
Do you know the differences between a living will, durable power of attorney for health care, and a Do Not Resuscitate order (DNR)? You may need just one or all three, depending on your wishes and the state in which you reside. What about a revocable living trust, durable power of attorney (DPOA), or what’s required to set up a joint ownership arrangement? Read this article from Broadridge to learn about each of these and consider which may be helpful as you plan for your future.Read Article
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