Skip to Content
Investing Specialists

Don't Neglect the Softer Side of Your Estate Plan

Document and share your wishes for end-of-life care, the care of your pets, the disposition of your tangible assets, and more.

As my family’s "first responder" and resident financial person, I served as power of attorney for my parents, as well as executor and trustee for both.

Their estate-planning documents attended to a lot of crucial issues: the distribution of their assets, the trusts that were to be set up upon each of their deaths, and their attitudes toward life-sustaining care.

To view this article, become a Morningstar Basic member.

Register for Free