Northwest Strategy Planning

a) Documents: You will need a list of your assets and debts first. This will give you an idea of what you must work with and what needs to be taken care of.

b) A Will: You will need the will to ensure that your assets are distributed the way you want them to be upon your death.

c) Powers of Attorney: If incapacitated, you must appoint someone to handle your financial and legal affairs.

d) Health Care Directive: If you cannot, you will need to designate someone to make medical decisions on your behalf.

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