The Importance of Estate Planning

Did you know that the majority of adults believe estate planning is important? However, only one-third have actually created one.

Estate plan documents help guide your family members and loved ones to understand and carry out care and end-of-life wishes. Most importantly, they help reduce the family burden and stress that may be caused during a time of crisis.

Listen in as we explore what is an estate plan and the steps to take to ensure your estate and care wishes are documented. Topics include:

• What is an estate plan, and why is it important to have in place, especially for older adults
• Documents that make up a basic estate plan 
• When estate plan documents are especially important and when they may not apply 
• Other documents/legal issues that are important to consider
• Estate Planning myths
• How to start the conversation with your older loved ones
• Considerations when hiring an attorney and the typical process 

To view resources, show notes and access more My Care Advisors episodes, visit mycareadvisors.com. We are grateful to be your guide.