Estate Planning Checklist Personal Information: Will and Testament: Trusts (if applicable): Beneficiary Designations: Financial Power of Attorney (POA): Healthcare Directive / Living Will: Asset Inventory: Debts and Liabilities: Insurance Policies: Digital Assets: Important Documents Storage: Regular Review: Final Checklist Reminder: Is everything signed and witnessed properly? Are all beneficiaries current? Do key people (executor, POA) know their… Continue reading Your Estate Plan
Tag: Estate
Life Cover – how much is enough??
During the 40 years as a financial advisor, this question was obviously discussed over and over again. Firstly, this is the starting point of a comprehensive financial plan, and it should be reviewed with your financial advisor. You need to be totally honest and divulge all your income and debt as follows: Step 1: Calculate… Continue reading Life Cover – how much is enough??
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