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Essential Legal Life Documents for Baby Boomers Tennessee Form

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Essential Legal Life Documents for Baby Boomers Tennessee Form

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this is the place for boomers boomer being with your host leslie neumer welcome i'm leslie neumer with 95.9 watdfm today's topic being prepared with the right documents my expert guest is paula harris co-founder and financial coach at wh cornerstone of kingston massachusetts welcome paulus thank you leslie i'm thrilled to be here today and we're thrilled to have you so what documents do you suggest that every client obtains and what is the basic purpose of each sure ideally we would love to see everybody have a full estate plan um with a trust or a will but at a minimum i think what the last few months have shown us with the pandemic is you really want to make sure that you have your health care proxy in place um that you have someone who's able to make decisions for you if you are unable to make decisions and those come in a bunch of different names but your attorney can help guide you as to what they are and then you want to put that in place a

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