Prepare medical directives and a power of attorney


Life’s Financial Journeys

Heading Off to College
Getting Out on Your Own
Blending Two Lives
Having a Child
Emptying the Nest
Entering Retirement
Divorce
Death of a Life Partner
Military Life


Advanced medical directives are designed to outline your wishes regarding medical treatment and medical intervention you want to receive in the event that you are unable to make your wishes known.

A Power of Attorney permits someone to conduct business on your behalf.

The following resources may assist you in preparing advance medical directives and a power of attorney:

The Importance of Medical Directives and Living Wills

Downloadable Medical Directives

Power of Attorney: Explained

Understanding Advance Directives

Durable Financial Powers of Attorney

Living Wills and Medical Powers of Attorney


Military Life Tasks

1. Budgeting finances
2. Reducing debt
3. Finding housing
4. Protecting against risk
5. Managing taxes
6. Saving for education
7. Preparing for retirement
8. Updating your estate plan
9. Explore Your Benefits

Updating your estate plan Subtasks

1. Assign asset ownership and beneficiary designations
2. Write your will
3. Prepare medical directives and a power of attorney

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