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July 4, 2011

“The 25 Documents You Need Before You Die”

The best financial plan, including the estate planning portion, is not complete if the plan is not implemented.  Providing for heirs is often a significant motivation for such planning.  If the appropriate documents are not created, updated, executed, etc. your objective can not be realized.  If you are incapacitated or have passed-away, your heirs and professionals will not be able to carryout your objectives if they are not aware of your intentions.  The July 2, 2011 article in the Wall Street Journal discusses  documents and methods of organizing the documents.
Periods of end-of-life and incapacitates are times of extreme stress.  Not knowing what you intended and/or not having easy access to your documents heightens the stress and increases the complexity of carrying out your plan.  

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