Estate Planning

In our previous episode, we spoke about the fresh perspective Coronavirus has given us with regard to insurance. Sadly, is has also forced us to think about planning for the future if we are not here. Documents Will or trust - what's the difference? POA - Power of Attorney - for Health Care and Mental Health Issues HIPPA form - granting others access to your medical information You should review these forms at least once a year, or any time you encounter a major life event, such as marriage, divorce, or death of a family member. The "Love Drawer" All of these documents are important to have - but they are useless if your loved ones can't find - or access them. Have all of this information in a physical - or digital - place, and make sure the people who will need to access it know where it is, and how to get it. Shanna shares a heartbreaking personal story of how important this is. Heritage Financial Website Call Heritage Financial at: (480) 397-1184