Your estate plan is a "living" contract that you should change as your life--and the law--evolves. Use this checklist created by investment advisers Steven Podnos, MD, CFP, and Erik Shuman, JD, to make sure you have the necessary documents prepared for your heirs in advance.
ESTATE PLANNING CHECKLIST: What you’ll need if you become incapacitated Necessary documents Will Durable power of attorney Healthcare surrogate Living will Pre-need guardian designation Life insurance Optional documents Irrevocable life insurance trust Trusts Tenancy by entireties QTIP trusts (for second marriages) QTIP trusts (for inheriting doctors) Living trust Trust protectors
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