For day two of National Estate Planning Awareness Week, do yourself a favor: get these five documents in place. They could save you from costly estate planning errors down the road.
1. Durable Power of Attorney (DPOA).
2. Advanced Medical Directives.
3. Will.
4. Letter of Instruction.
5. Living Trust.
To learn more about these estate planning documents—and why they're so crucial—check out Peter Lazaroff's most recent Forbes post.
Financial health is so intimately connected to mental well-being. This checklist can show you how to get a hold of your finances and, in turn, lessen your stress.
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Plancorp started with a unique philosophy: Always put your clients’ interests ahead of your own, and you’ll build a successful business. That was in 1983, but the sentiment still drives every decision we make. After 40 years of helping individuals, families and business owners plan for financial independence, our commitment to serving as financial life advocates is stronger than ever. More »
