What Documents Do I Need

What Documents Do I Need to Protect My Family’s Future?

No matter what your age or financial situation, you need to have three key legal documents in place to ensure your future peace of mind. First is a Power of Attorney for financial and a Power of Attorney for healthcare. Even if you’re single or newlywed, you want someone you trust to make your decisions should you become incapable of doing so.

If you have minor children, you also need to have a guardianship in place. Suppose you and your spouse go out to dinner one night and get in tragic car accident. Who is going to take care of the kids? If you don’t have that contingency plan already spelled out, then it goes into a court situation and your children could end up in the foster care system.

Long-term care insurance is another important piece of the puzzle. Should something happen that requires you to need long-term care, the LTC insurance will act as a hedge around your assets so you don’t have to pay out of pocket for the associated expenses. Even more important, it helps to keep your quality of life the same so you can live at home with in-home care and not have to go to a nursing home.

These are just a few of the documents everyone needs to protect their future. Work with someone to create yours today.


About Kris Miller

For the past 20 years, my clients have relied on me as a PREtirement and living trust expert. I’ve become known as The Money Maestro, Credentials for Kris Miller, ChFEBS, CSA, LDA Certified Senior Advisor and Estate Planning Specialist for more than 20 years Charted Federal Employee Benefit Specialist Licensed Legal Document Assistant (Paralegal in California) Licensed to offer life insurance and long-term care insurance (State of California and Tennessee) Owner of Trusts Unlimited and The Living Trust Institute, a legal and financial document preparation service Member, Society of Senior Advisors Member, National Speakers Association Experienced speaker offering keynotes, seminars, and workshops on retirement and estate planning throughout the United States Nominated as 2010 Woman of the Year and best Customer Service by the Hemet, California, Chamber of Commerce Nominee and winner in three categories in the National American Country Music Awards and Inspirational Country Music Awards for songwriting (2008, 2009, 2010) Nominated Inspirational Music’s Songwriter of the Year
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