7 Helpful Estate Planning Tips
The rule is simple: if you own assets of any type, you should make an estate plan.
Estate planning is not just for the ultra-wealthy or older ages but is a crucial part of your complete financial plan.
The estate planning method allows you to handle and preserve your assets during your lifetime.
List Liabilities
Note an Estate Memo
Update Your Accounts
Determine Beneficiaries
Assemble Your Estate Team
Take Inventory of Your Estate
Complete Your Estate Documents