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You Will Use Your Estate Plan: Most Important Details You Need to Know

Everyone has an estate plan to pass on their stuff. The difference is if you don’t choose one yourself then it is selected by the state you live.
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When it comes to estate planning, everyone has a plan to pass on their stuff when they pass away. The difference is if you don’t choose an estate plan yourself then it is selected by the state you live.

One of the most important things you can do is have your powers of attorney done and updated. Even if you’re not sure who it needs to be right now, it’s way more important to have it done than who it is. If not, then you will be treated like a child without parents before the court system, and someone will need to get a conservatorship to act on your behalf. It’s a complete mess if you don’t do this and easily done for only $75.

Next, make sure you have beneficiaries on all of your accounts. Doing this helps to make sure your stuff all goes to the right place after you pass away.

So many things that can spring up on you will easily be handled if you have a plan in place before it happens.

Watch the video to hear a story about someone who did not have all of the estate planning details in place and how much headache it causes compared to someone who had their plan set already.

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Obviously, no investment, tax or legal advice is given in this content.  Investment, tax, and legal advice is personal and private.  Investment advice offered through Versaille Capital Advisors, LLC, a Michigan Registered Investment Advisory Firm.

Retire Happily is an educational resource. Make no mistake, we are a thriving financial firm that makes money. We are a financial firm that takes new clients. But first and foremost, we consider ourselves a significant resource to the public. If you don’t feel like you have fully exploited us for all the knowledge and insights we offer, do some more research. We provide these insights through Retire Happily, a free retirement resource guide that helps people optimize their retirement funds and avoid regret by making sure they are “all set” for retirement. 

At Retire Happily, you can ask questions, watch videos and read some things. We encourage you to explore a lot of material on the site so you can get an idea of our style. You will likely get a lot of your questions answered. If you still want to talk to us; you’re welcome to contact us. We are happy to answer your questions.

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