You’ll Regret Skipping These 5 Estate Docs! (Attorney Explains)

Are you sure your estate plan is complete? In this insightful interview with estate planning attorney Danielle Palm, we dive into the 5 critical documents every retiree and family should have in place. From durable powers of attorney to healthcare directives, Danielle breaks down the essentials that could save your loved ones from legal headaches and emotional stress.

Whether you’re just starting your estate planning journey or want to make sure your current plan is up-to-date, this video offers expert advice you can trust. Plus, learn why powers of attorney are the most underrated yet crucial part of any estate plan—and what could happen if you don’t have them.

👨‍👩‍👧‍👦 Who This Video is For:

Retirees and pre-retirees
Families wanting to protect their loved ones
Anyone without an estate plan (or unsure if theirs is complete)
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You can contact Danielle Palm at:
[phone]
or

💬 Have a question? Drop it in the comments or reach out directly—we’d love to help!

#EstatePlanning #RetirementPlanning #DurablePowerOfAttorney #FinancialAdvisor #DemarsFinancial #LegalAdvice

Disclaimer: Since we don't know your specific situation, none of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate. It is your responsibility to verify all information yourself. This content is prepared for entertainment purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Demars Financial Group, LLC or its members cannot be held liable for any use or misuse of this content. Advisory services offered through Demars Financial Group LLC, a Registered Investment Advisor. Demars Financial Group is not affiliated with LPL Financial.

Palm Law LLC is a professional service corporation in the business of rendering legal services. The comments in this video are for informational purposes only and not for the purpose of providing legal advice. You should contact your attorney to obtain advice with respect to any particular issue or problem. Use of and access to this video does not create an attorney-client relationship between Palm Law LLC and the user or browser. The opinions expressed at or through this site are the opinions of the individual author and may not reflect the opinions of the firm or any individual attorney. Prior results do not guarantee a similar outcome.

00:00 Introduction and Personal Reflection
00:13 Meet the Expert: Danielle Palm
00:23 Understanding Estate Planning Documents
01:10 The Importance of Durable Powers of Attorney
04:43 Challenges with Springing Powers of Attorney
09:33 Healthcare Directives and Living Wills
12:58 HIPAA Authorization and Final Thoughts
14:13 Recap and Closing Remarks