06/03/2026
Setting up an estate plan follows a clean sequence.
List your assets. Choose the people who will act for you. Put the right documents in place: a will, power of attorney, healthcare directive, and, for many families, a revocable trust. Then fund the plan by aligning titles and beneficiary forms. Paperwork that sits in a drawer leaves gaps. A review can show whether your documents and account designations are telling the same story.
https://www.youtube.com/watch?v=kpe36t9n5UY