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Every Question is a Good Question.

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Every Question is a Good Question…

It can be hard to know what documents to have and what they mean for you and others. Make sure you know what each document means and that someone knows where to find them.

What is a Will and why is is important?

Generally speaking, a will is a legal document that coordinates the distribution of your assets after death and can appoint guardians for minor children.

Without a will, the state in which you reside decides how to distribute your assets to your beneficiaries according to its laws… and the resulting settlement process may not produce the results that you would prefer for your survivors. (source: Fidelity)

Will? Trust? Power of Attorney? What are those and why do I need one?

Discover more glossary and terms here.