Legal/Financial/Healthcare Basics

Who will speak for you and act on your behalf when you no longer can?

Family “dynamics” can be complicated, and if you make no plans, the state or probate court will make your plans for you. Similar to burials, you have many options, and at the very least, you should be familiar with the basic terms so you can ask the right questions.


A will is a document that states your intentions for the distribution of your assets after your death. It is estimated that 70% of U.S. households do not have one. This link will provide a free resource for your review:

Living Will

A living will is a written record of the type of medical care you want to receive. It is a valuable guide for your family, healthcare providers, and other representatives if they need to make medical decisions on your behalf.

Healthcare Proxy

A healthcare proxy is a document that names a person (agent) who can make your healthcare decisions when you cannot. This link will provide a free resource for your review:

Power of Attorney

Power of attorney is a document that names an agent who will make decisions about your property, financial, and other legal matters when you cannot.

Medicare Interactive

This is a helpful resource for many of your planning questions:

For more information:

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