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What You Need to Know About Estate Planning Today

Every pre-retiree and retiree needs these documents, says estate-planning expert Deborah Jacobs.

Note: This video is part of Morningstar's October 2014 5 Keys to Retirement Investing special report.

Christine Benz: Hi,I'm Christine Benz for Morningstar.com. It's 5 Keys to Retirement Investing week. Joining me to discuss the topic of estate planning and essential estate-planning documents is Deborah Jacobs. She is an estate-planning expert. Deborah, thank you so much for being here.