Estate planning in my 70’s

Dear Jen,

I am in my 70’s, divorced, with 4 children. I know I need to do some paperwork so things go smoothly when I transition. Any guidance would be appreciated…

~ Diane

Dear Diane,

Estate planning is not always easy to talk about, but is important for you and your loved ones, so good for you that you are taking the first step in approaching a challenging topic.

Estate planning includes 4 documents; a Will or a Trust, a Last Will & Testament, a Power of Attorney and a Healthcare directive (organ tissue donor designation). Different states sometimes have different names for these documents.

For additional information HERE is a link to an article from a company that assists financial planners and their clients in the process of creating Estate documents. Please let me know if I can assist further. Aloha. (808) 268-0983.