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5 Key Items for Your Estate Plan

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Creating an estate plan — a plan for what will happen to your property and assets when you die or can no longer manage your affairs — can be confusing and time-consuming. But having a few basic legal documents in place can make a big difference to your loved ones during a difficult time.

Work with a trusted attorney who understands your state’s estate laws to identify the best strategies for your circumstances. Here are five key estate-planning items to consider:

1. A living trust

Sometimes called an inter vivos trust or revocable trust, a living trust is a legal document that places your assets into a trust for your benefit during your lifetime, which means you can continue to use...

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