Essential Estate Planning Documents

According to a recent survey by, 67% of Americans do not have an Estate Plan. No matter what your age or net worth, you need an estate plan to protect yourself, your loved ones, and your assets. Having important documents in place, such as a Will, Durable Power of Attorney, Health Care Power of Attorney, Medical Directive, and Trust can help give you and your family peace of mind if a tragedy happens. Remember, you can always plan ahead, but you can’t plan behind!

Securities offered through LPL Financial, Member FINRA/SIPC, Investment advice offered through Independent Advisor Alliance, a registered investment advisor, Independent Advisor Alliance and Marzano Capital Group are separate entities from LPL Financial.

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

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