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Estate Planning Questionnaire and Worksheets West Virginia Form

Estate Planning Questionnaire and Worksheets West Virginia Form

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foreign [Music] financial future I'm John Williams certified financial planner and Senior advisor at Ironwood wealth management today I want to talk about some of the documents that are commonly used in estate planning you know a good estate plan is often built on the foundation of the estate planning documents that will cover all three phases of your life one while you're alive two if you become disabled and finally after you pass away now before we take a few minutes to briefly review some of these more common estate planning documents please keep in mind you should use a competent attorney when it comes time to either draft your documents or review your existing ones now that means an attorney who specializes in this area you know it's sort of like not going to the eye doctor if you have a foot problem at the end of the day there are five commonly used estate planning documents number one a will number two irrevocable or sometimes called a revocable living tr

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