Estate Plan
Estate Planning Checklist
Estate plans are a critical piece of your financial life. Like it or not, we’re all going to pass away some day. How will your assets be handled? Who’s going to care for our children? Creating an estate plan ensures that you have a say in these important questions. Estate plans can also prevent unnecessary family arguments after you’re gone. Our estate planning checklist will help guide you through each of the key aspects of an estate plan.
Estate Planning Documents: What are they?
Michelle Smalenberger, CFP® Do not hesitate to have your estate plan created! Your family is depending on it. Even a single individual or married couple with no children or assets should have an estate plan so they choose who will make their healthcare and financial decisions. Will: A legal document that allows your assets to…
