Financial Documents

Healthcare Documents

An estate plan can be an important but overlooked part of a financial plan. Creating important healthcare and estate documents can help to alleviate stress for your loved ones in the case of an emergency or your passing. For more insight into how you can create an estate plan, check out our Legacy & Estate Planning guides, which cover the basics of wealth transfer, legacy planning, and family communication. We also offer complimentary financial reviews at Wealth Management Group so that we can learn more about your unique estate planning needs and how we can help.

Note: Power of attorney laws can vary from state to state. An estate strategy that includes trusts may involve a complex web of tax rules and regulations. Consider working with a knowledgeable estate management professional before implementing such strategies.The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. This material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Copyright 2019 FMG Suite.