4 ms·
1. Advance medical directive 2. Plan for guardianship/conservator ship as appropriate 3. House owned by joint tenancy w/ right of survivorship or jusrisdictio
by tangentstar 2y ago
1. Advance medical directive
2. Plan for guardianship/conservator ship as appropriate
3. House owned by joint tenancy w/ right of survivorship or jusrisdiction’s equivalent
4. Transfer on death / payable on death beneficiary for bank/equity accounts
5. Trust
6. Will that dumps anything unconsidered by the above into the trust
If any of that doesn’t immediately make sense, go see an estate attorney. A wise investment for anyone who will die.