Ensure your estate plan is complete with these key steps:
1️⃣ Essential Documents
Will: Distribute assets, name an executor, and assign guardians.
Trust: Manage and protect assets, avoid probate.
Power of Attorney: Assign financial decision-making authority.
Medical Directive: Specify healthcare preferences.
Healthcare Agent: Appoint someone for medical decisions.
2️⃣ Organize Finances
List accounts, properties, and insurance policies.
Review and update beneficiaries.
3️⃣ Plan for Taxes
Minimize estate and inheritance taxes.
4️⃣ Communicate & Update
Share your plan with trusted individuals.
Update every 3–5 years or after major life changes.
📞 Call 540-315-4099 for guidance or visit edwardslawva.com.