Page 14 - Mumme Booklet
P. 14
DRAFT
PUT AN ESTATE PLAN IN PLACE
An estate plan helps make decisions, financial or otherwise when you are unable.
Everyone should have an estate plan in place no matter your age, marital status, net worth, or whether
you have dependents.
WE RECOMMEND THAT ALL ADULTS SHOULD START BY HAVING THE FOLLOWING THREE DOCUMENTS:
Durable Power of Durable Power of
Health Care Directive Attorney for Health Care Attorney for Finances
Provides instructions to your Identifies who will make Identifies who will manage
physician about how much health care decisions on your personal financial
or how little medical your behalf if you cannot affairs if you become unable
intervention you'd want if to do so yourself
you can’t communicate
Wills and/or trusts should be added once you begin to accumulate assets, get married or have children.
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
This plan is not complete without the Assumptions and Disclosures pages appearing at the end.
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