March 22
Estate Planning – 12 Simple Steps
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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
your If I Die Today posts were the one thing I though about in my 10 days of holiday from blogging and the computer! great stuff. checking through your list, i’m only a little organized though i’ve already grown out of middle age. better get a move on 🙂
I really like the list! That makes it seem so much simpler!
Ahhh Im currently dealing with this now that im a newlywed, I had it all done when I was single but now having to redo everything and going through the name change 🙂 exhausting!!!
Ahhh! Lists are good!