ESTATE PLANNING STEPS FOR EVERYONE

 In Blog, Featured

Most people think they do not need to worry about estate planning until they have fulfilled at least a few big life goals like buying a home, starting a family, having their first child. However, this is simply not true. Here are few steps everyone needs to take, regardless of the size of their estate or age.

1. Draft a health care directive to layout your medical wishes and appoint an agent to make medical decisions for you in case you are unable to do so.

2. Draft a durable power of attorney for your finances.

3. Name a guardian for your minor children.

4. Update beneficiaries for your life insurance.

5. Update beneficiaries for your financial accounts.

Recent Posts

Leave a Comment

Contact Us

We're not around right now. But you can send us an email and we'll get back to you, asap.

Not readable? Change text. captcha txt

Start typing and press Enter to search