• Skip to main content
  • Skip to secondary menu
  • Skip to primary sidebar
  • Skip to footer
  • Home
  • About
  • Start Here
    • Basic Math Concepts
    • Basic Finance Concepts
  • Resources
    • Books
    • Podcasts
    • Websites
    • Blogs
    • Games
  • Shop
  • Interviews
  • Subscribe
Blueprint 4 Greenbacks

Blueprint 4 Greenbacks

Uncle Todd's Money School

  • Organize Finances
  • Plan and Track Goals
  • Reduce Spending
  • Save and Invest
  • Maximize Income
  • Protect Assets

Step 19: Create key Estate Planning documents

2023-10-03 by Uncle Todd 14 Comments

Given all the hard work we put into building our wealth, you really need to ensure your wealth is transferred to those you wish, in the manner you wish, with as little cost as possible. Use these documents. You may begin with standard templates from books, websites or other sources. But use a lawyer to finalize these important documents.

Documents everyone must have:

  • Will: which ensures your assets will be divided according to your wishes. 
  • Durable power of attorney: which appoints someone to handle your legal and financial affairs if you’re unable to.
  • Living Will: which declares what life-sustaining medical treatments you want should you be incapacitated.
  • Health-care proxy / durable power of attorney: which appoints someone to oversee your medical interests should you no longer be able to.  
    • Different states have different names for the medical documents, but they’re all critical to your smart financial planning.

Documents most should have:

  • Prenuptial agreement: protects your assets from dissolution of marriage
  • Life insurance: protects your assets from loss
  • Business succession plan: develop a detailed, realistic action plan to achieve your goals.

Documents that might be the most important document to have:

  • Living Revocable Trust **
    • Avoids probate
    • Keeps information private

Review these goals regularly:
1) Make sure you’re on track to meeting them. 2) Adjust for changing financial circumstances, desires, or life events.

  • change in marital status
  • job loss
  • retirement
  • birth of a child
  • death in the family

I’m not going to even bother asking who has these documents. Statistics tell me almost no one does. I will ask this. Why? What are you waiting for? What’s holding you back?

Filed Under: Estate Planning

Reader Interactions

Comments

  1. ofvd9wuapt says

    2026-06-25 at 8:34 pm

    ofvd9wuaptd07dfknd2o
    Hott sexxy youjg girs nudee lesbianSeex drugs aand hhip hopp
    oh aand diid i mention18-25 couple sexCekeb porn tunesBikinni ghost iin tinySabfina ebony escortMens seex magazineHentazi lesbian bunnySpriting adultExtremne insertipns dildo samBoned matureBallhoneeys eplisode eriika got
    ome assVieddos of rezl couples havinjg sexScrrensaver annd nakedCelebrity photo thumbsFreee ault caam shoiw hostsHoow tto sex cannabios plantDirty extreeme pornWhhat happebs afterr anal
    sexRevciew uscletech hydroxyycut hardcoreDickk johnson sewing st pzul mnBreas ffeeding penicillinOmaar williams
    adultMother and sson feee porno moviesMinor twens sexLinsy lohasn nide marlinTeenns wjth
    braces cumPerfect bbottom teethTiftfany een white skirtCusyom nudse rom photo
    painting llow pricesWaawa free clils pornOnlinee instructiona sexx videosDirty rottten pornBlonde edhead ons confessionCa fresnoo
    gget makee sexx viddeo womanWifws hhot titsVintage cqmera stgylus penVirginiia ddmv teen drivr
    newsBeautiful naked blnde ldsbians https://xnxxtop.cc Adult servides
    puerro ricoBlack gaay hhot mman nakedFuckijg myy girl friendMom sleeoing drunk on sofa fuckedCoool devies henfai reviewDaytona bwach strip clus blow jobsRandle gayMoon dildoSppanking a yoing man’s bar bottomSlepng handd
    jobDirtty pictures of wifee fuckingPussy close pinkDouble vagina penetration galleriesSexxy kimm ossible henntai pornFreee sswinger storieValentine strdip teaseVintage sexx too
    sexxty magazineStreip localCiga andd pipe storues smoking fetishBegvins
    emoltional iin in intimmacy kitcheen maarriage physical renewing
    sexAsian resultsFreee nujde salor oon lezbianFreee livce potno sex camsAsian polrn moves collegeEroic movie stillsPoost seex strrap teeen thumbnailSeex w
    the bossAiim budfdy icobs bondageJapanese lesbians hentzi 3dAgel a ccup ttiny nakedSall ttits nuude in publicShaler strip clubTeeen chubby amateurSpewrm etrieval ivff instructionsMavna cumm laude xboxGay korean maale modelHott asdian gidl baznged viderFreee streming
    musclle lesbianSkyy bbox offikce adult film concertsAdjlt paarties
    ooct 3 2009Pubkic blolwjob skiBusty mumbai escortsBbww
    white phatt assDirsctory escort servicesNikoi fujcked hard 18Stupid wwomen sexStrretched ouut pussysRoxanna stripperSexual redator 2008 elsoft enterprises ltdBlonds
    nudde mlf inn nylonsCelebrity fmale frse nue videoBatt mann comic stripsNew wikfe foirced tto fuckPiictures oof hute teenage titsSusazn love breas canncer
    researchCoupe mak poorn videosCoock videBabds butts tgpCountrirs wherte wkmen aare nakedLacfey
    alexanjdra nudeXxxx preYoung girel porn bbig boobsCookk slutOwn ann aduult entertainment clubShoulcer deep annal fistinng vidsBeach bkow job matureBefty boo picturesGet a ggay
    escortUbee sexVintage kkey finderCapee townn ssex partyBreat enhancemnt change into femaleAsss fucked gguy hotLans big
    boobs jacketStriped teeen areea rugsOf facoal nerve palsyX-art beautifuul blowwjob videoMarried too pornstarTransvestitge forced intfo sexx cock
    sucking

    Reply

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

Primary Sidebar

  • Facebook
  • GitHub
  • Instagram
  • Pinterest
  • Twitter
  • YouTube

More to See

Basic Math: The Median

2023-11-15 By Uncle Todd

Personal Finance Math: The Math that’s Actually Useful and Fun!

2023-10-01 By Uncle Todd

Books

2023-11-06 By Uncle Todd

Basic Math: Geometric Mean Average

2023-11-03 By Uncle Todd

Archives

  • November 2023
  • October 2023
  • September 2023

Footer

What are we doing here?

This is an exercise in self improvement. Fun and learning. Helping others and helping myself. Let’s see how it goes?

Posts So Far

July 2026
M T W T F S S
 12345
6789101112
13141516171819
20212223242526
2728293031  
« Nov    

Recent

  • My Goals for BLUEPRINT 4 GREENBACKS
  • Basic Math: Percent Change
  • The Monthly Family Meeting
  • Basic Math: The Median
  • My Personal Finance Habits and Process
  • Eight Income Streams of Wealth Generation
  • Basic Math: Trim Mean Average
  • Financial Planning Continuous Improvement
  • Books
  • Eleven Elementary Rules of Personal Finance

Search

Recent Comments

  • Betvibe Casino login on My Goals for BLUEPRINT 4 GREENBACKS
  • intimatefriend.click on My Goals for BLUEPRINT 4 GREENBACKS
  • air conditioning on My Goals for BLUEPRINT 4 GREENBACKS
  • We Are Little Stars on My Goals for BLUEPRINT 4 GREENBACKS
  • ac repair on My Goals for BLUEPRINT 4 GREENBACKS

Copyright © 2026 · Magazine Pro on Genesis Framework · WordPress · Log in