Estate planning is a topic that is commonly ignored. After all, who likes to plan for what happens after they die? Many have no estate plan in place, and they often don’t know where to start.
This checklist covers the key issues to consider when developing their estate plan, such as:
- Identifying the appropriate estate planning documents needed for their situation.
- Considering ways for their assets to avoid probate.
- Developing an equitable estate plan that is fair to all heirs involved.
- Understanding how specific accounts or assets may be affected after death.
Let me know if you have any questions; I am happy to answer or find another resource that can help you create an estate plan that is tailored to your needs.
FREE PDF - What Issues Should I consider When Creating My Estate Plan?