09/03/2026
If an emergency happened tomorrow, would your family have the legal authority to step in and help manage your finances, healthcare, or other important affairs?
Estate planning is about much more than writing a Will. A comprehensive estate plan can help protect your assets, document your healthcare wishes, address incapacity, and make it easier for the people you trust to act when you cannot.
Here are 5 core estate planning documents every adult should understand:
1️⃣ Revocable Living Trust
Can help keep properly funded trust assets out of probate and provide a structured way to manage and transfer assets.
2️⃣ Pour Over Will
Provides a safety net for certain assets that were not transferred into your trust.
3️⃣ Durable Financial Power of Attorney
Allows a trusted person to handle financial matters if you become unable to manage them yourself.
4️⃣ Advance Healthcare Directive
Helps communicate your healthcare wishes and designate someone to make medical decisions when you cannot.
5️⃣ HIPAA Authorization
Can allow designated individuals to access your protected health information when legally permitted.
These documents are most effective when they are coordinated as part of a comprehensive estate plan. Missing an important document or leaving assets improperly titled can create gaps in your asset protection, probate planning, incapacity planning, and legacy planning.
Whether you are planning in Wilton Manors, Fort Lauderdale, South Florida, or Manhattan, understanding your legal options is the first step toward protecting your family and your future.
🏡 Do you have all five documents in place?
Tell us in the comments: 1, 2, 3, 4, or all 5?
Learn more about estate planning, wills and trusts, powers of attorney, healthcare planning, and asset protection at www.shanahanlaw.com and subscribe to The Shanahan Brief.
📢 SAVE THE DATE: Join our FREE LIVE "LGBTQ+ Estate Planning Webinar" on Wednesday, September 23 at 2:00 PM EST. Registration details will be released the week of September 7.