The Siena Investor - Fall 2012

The Roots of Estate Planning Many people assume estate planning documents are strictly financial in nature. In reality, having such documents in place also expresses an individual’s personal instructions regarding health care preferences, family care and cherished belongings. The following are all part of the estate planning process.

  • Power of Attorney
  • Health Care Directives
  • Guardian Designation
  • Memo Regarding Personal Effects