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Estate Planning Checklist

As people are living longer than ever, including documents and insurance that cover disability and incapacity are an important part of estate planning. In the following article we will cover the four documents and two types of insurance policies that everyone should be aware of and consider to protect their estate and legacy. Preparing for […] Read more

Here is a simple way to start your own estate planning checklist. Make an list of your assets and liabilities. Everything you own and everything you owe. This is your estate. Next, make a list of all the assets in your estate and where you want those assets to go upon your death. Your plan for where […] Read more