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Estate Planning: Where to Start

Author
Patrick Cawley
Published
Wed 31 May 2023
Episode Link
https://rss.com/podcasts/laterinlifeplanningshow/974033

Estate planning is not a set of documents. It is a process of understanding who is involved, needs that they have, and threats that they will likely face. It is understanding what you own, how you own it, and how it will pass to someone else. It is incapacity planning and planning for when you are gone. Legal documents -- a will, a power of attorney, and health care advance directive -- are a crucial part of the process to secure a better future. But there are steps that should be taken before you jump to the legal documents. Let Keystone Elder Law guide you in the process.


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