Estate planning checklist

How revocable and irrevocable trusts ensure assets go to beneficiaries without them having to endure the long, expensive and public process of probate.

Emergency Binder Checklist - Free download as PDF File (.pdf), Text File (.txt) or read online for free. This document provides a checklist of important documents to collect and organize into an emergency binder. It lists various categories of documents including identification, insurance, legal, estate planning, property, tax, investment, medical, and contact information. The checklist recommends keeping copies in the binder and original documents in a safety deposit box for easy access…

Setting up your financial files for your estate planning is not for you, it is for your living relatives. Get a comprehensive detail of what to keep.

A personal story from a financial planner’s own family illustrates the importance of being prepared … and what happens when your parents aren’t.

Creating your estate plan is important, but after creating one. it is also essential that you review it periodically to maintain it.

Today we’re talking about some of the MOST important things you can do for your family should you become “unavailable” due to a medical crisis or whatever reason. Guys, listen up — this is SO important! Today’s guest is Abby Schneiderman she is the co-founder and co-CEO of Everplans, is an industry expert in theContinue Reading

If you’re in charge of handling the affairs for a recently deceased loved one, this guide offers a helpful checklist.