6 essential estate planning documents every adult needs

By Robert Powell

Many people might think that estate planning isn’t for them.

They don’t have wealth like Bill Gates or Jeff Bezos, they don’t think of their belongings as an “estate.” And they might not even have much in the way of assets save an insurance policy, a retirement account or two, and maybe a house.

But no matter how much or how little you possess, there are six estate planning documents that every adult should have.

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The opinions voiced in this article are for general information only and are not intended to provide specific advice or recommendations for any individual.

Robert Powell is not affiliated with US Wealth Management, LLC and LPL Financial.

This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

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