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It's not an Estate Planning vehicle that everyone needs, but it might be helpful and the right thing for you.
Should I Use a Revocable Living Trust?
Everyone needs a Will. Most people could also us a Durable Power of Attorney, an Advance Directive, a HIPAA Waiver, and there are some other optional documents.
What Estate Planning Documents Do I Need?
If You Have Charitable Intent in Your Estate Plan, Don't Overlook Your IRA You can maximize the efficiency of your legacy by using your IRA for charities and cash for your heirs.
If You Have Charitable Intent in Your Estate Plan, Don't Overlook Your IRA.
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