Your Turn: Complete Your Estate Planning Checklist
July 28th, 2020
Earlier this year, I focused on some deeper questions to ask yourself about your estate plan. But let's take a step back. Let's get back to basics. Let's go through an estate planning checklist.
Basic Estate Planning Checklist
Review and complete this checklist to self-assess where your estate planning needs are. The checklist covers the basics -- planning with a basic will and basic planning for incapacity. Of course, for a lot of people and families, more advanced planning is needed such as a special needs trust, a revocable living trust, or special planning for minor children. But I promised this was just about the basics. So that's what we'll cover.
After completing your checklist, you can request more information about a consultation. You can also opt just to stay updated with information about future news, articles, etc.McCreary Law Office.
Categories: Estate Planning