Estate Planning: 7 Things To Make Sure You Do

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Estate Planning: 7 Things To Make Sure You Do

Like other strategies for the future, estate planning is crucial. Estate planning is made up of many parts which include wills and trusts also any other documents or information that will help beneficiaries carry out the requests of the benefactor

Create an Inventoried List of Assets and Documents

Understand Your State’s Estate Tax Laws

Write Funeral or Memorial Instructions

Account For Your Beneficiaries

Designate a Power of Attorney

Make Your Wills and Trusts

Review the Plan Annually

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