This week on Better Money Atlanta, Joel Johnson, CFP® talks about the four documents you’ll need when planning for your estate:
A will allows your loved ones to know what you want in the event that you pass away.
Over 50% of American adults do not have a will prepared.
Power of Attorney
In the circumstance that you can no longer make decisions for yourself, this person is appointed to make them on your behalf.
These decisions can be related to finances, health care, etc.
Health Care Directive
A spouse or loved one is appointed to make health care decisions when you cannot make them yourself.
Some people may choose to include specific instructions, such as ‘DNR’ if they enter a vegetative state.
This is an informal document that will help the family of the deceased. It usually includes final wishes, bank account information, and passwords.
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