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Estate plans are not just for people with vast estates. In fact, most people should have an estate. This is because, in financial and legal terms, an estate refers to your possessions. This can range from your home or other real estate to your car, investments, and life insurance.
Estate planning is like a road map for your final wishes. It helps to plan for how your assets will be distributed and can provide guidance for your loved ones in the event that you are unable to make decisions for yourself.
Every estate plan is different, but the following is a list of some commonly included estate planning documents:
Last will and testament
This legal document gives you the ability to specify how you want your belongings to be distributed and who you would like to take care of your children, dependents, and pets.
A living will is distinct from a last will and testament in that it pertains to your wishes regarding end-of-life care if you are terminally ill. For example, you can use a living will to specify if and when you would like to be removed from life support.
There are many different types of trust, but they all involve a relationship in which one party (the trustor) gives another party (the trustee) the right to hold the title of property or assets for the benefit of a third party (the beneficiary).
Medical Power of Attorney (POA), aka health care proxy
This allows you to choose someone who can make important decisions about your medical care on your behalf.
It gives someone the ability to make financial decisions and to carry them out on your behalf.
Life insurance can be an important part of your estate plan, providing financial security for your loved ones in the event of your death. It can be used to replace lost income, pay the mortgage or rent, or cover funeral and other end of life expenses. It can also be used to leave a legacy for your family and loved ones.
It’s important to keep your beneficiary designations up to date for assets such as life insurance, IRAs, and 401(k) plans. This allows the asset to be paid directly to your loved one and avoids probate.
The cost of estate planning can vary depending on how complex your estate is. If your planning needs are more straightforward, there are also online providers that can help you get the information and documents you need completed for free. Some people may want to hire a financial and/or legal professional to help them with more complex planning needs. The cost of these services can vary, with some providers charging a flat rate and others charging by the hour. Although it may seem daunting, creating an estate plan does not have to be complicated. A last will and testament is a key component of any estate plan, making it a good place to start.
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