Estate Planning Basics: Organizing and Protecting Your Assets

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Key Takeaways

Estate Planning Is Important at Every Stage of Adulthood

Estate planning is not limited to individuals with significant wealth. A thoughtful plan can help document your wishes, identify who may make decisions on your behalf, and provide guidance for managing your affairs.

Estate Planning Documents Serve Different Purposes

Wills, trusts, and financial and health care powers of attorney each address different aspects of an estate plan. The documents appropriate for an individual will depend on their goals, assets, family circumstances, and applicable laws.

Estate Plans Require Ongoing Review

Estate plans should be reviewed periodically and following major life events, such as marriage, divorce, the birth of a child, a death in the family, or a significant health change. An attorney or tax professional can help determine whether updates may be appropriate.

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