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Writer's pictureTravis Gasper

Smart Planning for the Future (SPF): Essential Documents You Need to Avoid Getting Burned

Most of us diligently apply SPF to shield our skin from harmful UV rays. However, there's another kind of SPF that deserves our attention: Smart Planning for the Future. Just as we protect our skin to avoid getting burned, we need to protect ourselves with some essential estate planning documents.



1. Durable (Financial) Power of Attorney

This document allows you to designate someone to make financial and legal decisions on your behalf if you become incapacitated. Without it, your loved ones might have to go through a lengthy and costly court process to gain control of your affairs.

2. Medical Power of Attorney and Living Will

A medical power of attorney designates someone to make medical decisions for you if you're unable to do so. A living will outlines your preferences for end-of-life care. Together, these documents ensure your medical wishes are respected and alleviate the burden on your family during difficult times.

3. HIPAA Authorization

This document allows designated individuals to access your medical records. It's essential for those who may need to make informed healthcare decisions on your behalf.


Special Invitation: Upcoming Webinar

We are excited to announce a free webinar Smart Planning for the Future (SPF) — Don’t Get Burned! on August 13th at 6 p.m.This informative session will delve deeper into the essential documents each of us need.


Special Bonus: All webinar attendees will receive $200 off the SPF Essentials package if purchased by the end of August.


Just as SPF protects your skin from the sun's harmful rays, Smart Planning for the Future shields you and your loved ones from the potential pitfalls of unpreparedness. Don't wait until it's too late. Take the time to create these essential estate planning documents and enjoy the peace of mind that comes with knowing your future is secure. After all, smart planning today means a brighter, stress-free tomorrow for you and your loved ones.

Register for the webinar today and take the first step towards a well-protected future!



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