Critical Thinking Required

Ten Simple(ish) Things to Consider for Estate Planning

March 03, 2023 LBW Wealth Management Season 3 Episode 8
Critical Thinking Required
Ten Simple(ish) Things to Consider for Estate Planning
Show Notes

1.Free estate planning documents.
2.Guardianship for minor children (or your pets!)
3.Is Trust right for me?
4.Burial instructions.
5.End-of-life instructions (Living Will).
6.POAs.
7.Asset distribution.
8.Knick-knacks.
9.Communicating with your loved ones about where you store your documents.
10.Routine review.