There are many ways you can end up unavailable to make critical financial or healthcare choices for yourself or your loved ones. If you haven’t documented your desires in advance, the outcomes may not be what anyone had in mind.
But how do you know which legal logistics apply during your lifetime and which don’t come into play until after you pass? Check out this overview of tools for protecting what’s yours while you are alive.
Click here to read “Protecting What’s Yours (While You’re Alive).”
This article was originally written by Wendy Cook and used with her permission. This blog is for informational purposes only. It should not be retransmitted in any form without the express written consent of Delap Wealth Advisory, LLC, an investment advisor registered with the United States Securities & Exchange Commission. The contents of this communication should not be construed as investment advice intended for any particular individual or group of individuals. All information, statements, comments, and opinions contained in this blog regarding the securities markets or other financial matters is obtained (or based upon information obtained) from sources which we believe to be reliable and accurate. However, we do not warrant or guarantee the timeliness, completeness, or accuracy of any information or opinions presented herein. Any historical price or value is as of the date indicated. Information is provided as of the date of this material only and is subject to change without notice.
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