Estate planning is a process that affects you and your family both financially and personally. People often viewed it primarily as a financial process, focused on dividing assets, minimizing taxes, and ensuring financial security for you and your loved ones. While these aspects are important, estate planning encompasses much more than just the financial side. It involves creating essential legal documents such as wills, trusts, financial powers of attorney, and medical directives.
A will outlines how your assets should be distributed after your death, while a trust can help manage your assets during your lifetime and beyond. Financial powers of attorney designate someone to handle your financial matters if you become incapacitated. Medical directives, like healthcare proxies and living wills, ensure that your healthcare preferences are honored when you're unable to make decisions.
I'm not a lawyer, and this is not legal advice. But I am a certified Trust Delivery Agent located in Delaware owning a mobile notary service business.
If you are in need of my services, feel free to contact via:
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