1177 Avenue of the Americas, 5th Floor | New York, New York 10036

FOUR FUNDAMENTAL ESTATE PLANNING TOOLS

FOUR FUNDAMENTAL ESTATE PLANNING TOOLS

Necessary documents you must have:

  • Last Will and Testament – a legal document that details where you want your assets to go (after debts and taxes are paid); designates who is going to oversee the execution of your will; may state who is to care for your minor children
  • Durable Power of Attorney – a lifetime document that allows you to designate a representative to perform certain financial actions for you if you should become ill, incapacitated, or otherwise unable to manage your affairs
  • Living Will – a written declaration of what life-sustaining medical treatments you will allow or not allow if you become incapacitated
  • Health Care Proxy – a document that authorized a person to make medical decisions on your behalf if you become incapacitated

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