March 22

Estate Planning – 12 Simple Steps

Posted by lori . 4 Comments


For the last three weeks, I’ve made lists of estate planning “Things To Do.”  I made of a list of Important Documents, Business Documents and finally, Personal Documents.  So where to begin?  If these three lists made your head spin like they did mine, here’s a list from Nolo that may be a little more palatable…12 Simple Steps to an Estate Plan:

1.  Make a will.

2.  Consider a trust.

3.  Make health care directives.

4.  Make a financial power of attorney.

5.  Protect your children’s property.

6.  File beneficiary forms.

7.  Consider life insurance.

8.  Understand estate taxes.

9.  Cover funeral expenses.

10.  Make funeral arrangements.

11.  Protect your business.

12.  Store your documents.

Next week…NO MORE LISTS!

Daily Inspiration


The really frightening thing about middle age is the knowledge that you’ll grow out of it.

Doris Day

This entry was posted on Thursday, March 22nd, 2012 at 2:00 am and is filed under If I Die Today. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.

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