As summer travel season nears we thought a quick reminder to make sure you have all of your Estate documents (Wills, Trusts …) in order, and especially one document we find extremely useful.
This document frequent comes in two forms, both very powerful.
- Financial Power of Attorney
- Health care Power of Attorney
Both documents provide the named person to act like you in case you are not available. Both documents are extremely powerful … be sure you have the correct person named. Both documents can be an invaluable part of your Estate plan … be sure we have a copy too, for easy access. Last but not least, both documents are relatively simple, and usually only a couple of pages in length.
Have a Great Monday!
John A. Kvale CFA, CFP
8222 Douglas Ave # 590
Dallas, TX 75225