Financial Planning Guide
Booklet | January 20, 2025
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End-of-life financial planning involves outlining your financial directions, usually in the form of a last will and testament. With a little consideration and effort, you can ensure your assets are distributed how you want, to whom you want, and avoid conflicts and delays in settling your estate.
Download the Financial Planning Guide
This resource offers information on facilitating your directions, assigning a Power of Attorney for Financial Matters and Property, and documenting and distributing your estate.
Within this Guide, you will find information on:
- Choosing whether to hire an estate lawyer or to use a free estate planning service
- Considerations for assigning your Power of Attorney and executor
- Documenting your assets and special belongings
- Distributing your estate to your loved ones
- And more…
