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Every adult should have the following regardless of your age.
A will: Your will is the keystone of your estate plan. It spells out how your assets will be distributed
and how your dependents will be cared for in your absence. If a will is properly prepared, witnessed,
and signed, it ensures that your wishes regarding these matters will be carried out.
Living Wills and Advanced Directives: These documents let you write out instructions about the
type of health care you want to receive, including who should oversee your treatment, if you are
unable to communicate these instructions yourself.
Power of Attorney: A Power of Attorney is a legal document in which you give another person legal
authority to act for you if you ever become incapacitated. A Durable Power of Attorney authorizes
your agent to continue to act for you after you become incapacitated. This document ends at your
death. It can take effect as soon as you sign it.
A medical record release (HIPAA Release): A medical record release authorizes your doctor and
your hospital (and any other medical professional) to release your personal medical records and to
discuss your records with anyone you have specified in the release.
If you want to protect your assets and family with an estate plan but don't know where to begin, then request a FREE copy of our Estate Planning E-Book and Newsletter and discover:
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How to create an estate plan to protect you and your family
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If you should be concerned about estate taxes
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The 4 basic requirements for a valid will
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7 important questions you should consider when making a will
- How to protect yourself and family if you become incapacitated or disabled
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The advantages and disadvantages of a trust
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Other estate planning tools everyone should know about
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You are welcome to call (888) 495-7289 anytime to request an Educational Estate Planning Session.
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Serving your interests in Maryland and Washington, DC, including Rockville, Gaithersburg, Potomac, Bethesda, Chevy Chase, Columbia, Camp Springs, Fort Washington, Upper Marlboro, Bowie, Forestville, Prince Frederick, Waldorf, Largo, Temple Hills, Greenbelt, College Park; and in Montgomery County, Baltimore County, Baltimore City, Howard County, Prince Georges County and Anne Arundel County.
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Phone: 888-495-7289 Fax: 888-559-8856