5 Steps to Getting Started with Estate Planning
So, You’ve Made The Decision to Tackle Your Estate Planning – Now What? The following checklist addresses taking the first steps in your Estate Planning journey. 1) Figure Out What You Want. It’s crucial to take time to identify what your Estate Planning goals are. Is your main goal to make sure your family is provided for after you pass? Do you want to donate a portion of your estate to your favorite charity? Perhaps, you want to establish a