The Five Key Estate Planning Documents for the Single Individual

April 30, 2015

Think you don’t need estate planning because you’re not married or have no children? It’s a mistake to skip over this vital process, because every person should evaluate five possible tools that can help plan for the years ahead. These five documents are just the basics and it’s recommended that you meet with an estate planning attorney to determine if any additional documents would benefit you. shutterstock_224194507

  • Healthcare power of attorney: This empowers another individual to make healthcare decisions for you if you can’t.
  • General Durable Power of attorney: This is key for singles, since you might need someone else to manage your finances on your behalf if you become unable to do so.
  • Revocable trust: If you want a private way to pass on some of your assets, a revocable trust could be just the tool you’re looking for.
  • Will: Your will is basically your public record of what you wish to pass on. You should have one, but you might consider other options if you want some privacy.
  • Living will: If you have specific feelings about pertinent healthcare decisions, they should be outlined in your living will.

For more specifics, contact our office today. We can help you. Set up an appointment at info@lawesq.net.


Practice Areas:



Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Payment Portal
for Tax and Accounting invoice

This link offers a secure, quick way to complete your payment with Omni360 Advisors LLC.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts

Your Tax Return Is a Roadmap: What to Review Before Year-End

Your completed tax return can reveal planning opportunities before year-end. Review investment gains, business income, retirement contributions, and estimated tax payments with your tax and ...

<p>The post Your Tax Return Is a Roadmap: What to Review Before Year-End first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Business Owners: Five Financial Conversations to Have Before December

Before year-end, business owners should review profit projections, cash reserves, major purchases, retirement plan funding, and personal financial goals with their advisory team. The start ...

<p>The post Business Owners: Five Financial Conversations to Have Before December first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Before You Make a Year-End Financial Move, Ask How It Affects the Rest of Your Financial Picture

Before making year-end tax, investment, retirement, business, or charitable decisions, consider how each move affects your broader financial picture. Year-end financial planning often starts with ...

<p>The post Before You Make a Year-End Financial Move, Ask How It Affects the Rest of Your Financial Picture first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>