What You Need To Know About Estate Planning

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It’s important for everybody to get their estate planning done and done right, especially if they have others who depend on them. Anything you can do ahead of time reduces the pain and pressure of disputes and arguments among loved ones.

In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about the basics of estate planning—how it works, what tools to use, and what documents to complete.

Topics Discussed:

  • 3 Essential Estate Planning Documents:
    • Financial Power of Attorney: Durable, Springing, and other types
    • Healthcare Records/Files: Living Will and Healthcare Agent
    • Last Will and Testament: Designate executor, guardian, and assets
  • What happens if you don’t have a will? Depends on state laws
  • Characteristics to Consider: Who to name and why in documents?
  • Reminder: Not done until documents are signed and notarized
  • What’s the best option? Do-it-yourself legal documents vs. hiring an attorney
  • Trust: Legal entity that holds assets and directs proceeds/funds for future use


Estate Planning Organizer



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