The Ultimate Estate Checklist

Posted Posted in Beneficiaries, Estate Planning

Recently I created a new worksheet. No two estates are alike. It’s pretty much impossible to identify every talking point or action item for every conceivable situation.  But I feel that it’s a pretty comprehensive list of considerations to properly plan the majority of estates.In this blog post, I want to highlight the section of the checklist that I probably spend the most time on with my clients. These are considerations that should be addressed in […]