Proper Estate Planning: The Ultimate Love Story
Demonstrate your care for those you love the most.
When you die with no estate plan, or a poorly designed one, it’s left to those you love the most to clean up your mess. These ten top estate planning activities will demonstrate your love and devotion to those left behind.
1. Complete your estate plan this year.
Estate planning isn’t just about deciding what will happen to your stuff after you’re gone. And it isn’t solely for huge estates. Virtually anyone can benefit from basic estate planning. If you don’t have a completed plan, commit to making one this year.
2. Check the date on your existing plan.
If your existing plan is more than three years old, it’s time for a review. Things change in life and with the laws. An estate plan is not “set it and forget it.”