Tag: estate plan

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