Category: Estate Planning Checklist

Categories
Estate Planning Checklist Titling of Assets Trust & Estate Planning

Implementation: The Overlooked Step in Estate Planning

When it comes to estate planning, many people focus on creating a will and revocable trust. While these are undoubtedly essential documents, they are not the only ones you need to protect your assets. Another critical factor in estate planning is implementation - making sure all of your estate documents are signed and that all […]

You are unauthorized to view this page.  For more information on access please visit the membership page.   Thank you very much.

Categories
39 Wealth Management Issues Estate Planning Checklist Executor/Trustee Issues Financial Planning Titling of Assets Trust & Estate Planning Trusts

Checklist to “Fund” a Revocable Living Trust

Creating your Trust is just the first part of the Estate Planning process. After you sign your Trust document, the next step is to fund the trust. The method of funding a trust involves transferring assets to it.  Tips for  Funding a Trust  This guide is meant to serve as a helpful starting point for […]

You are unauthorized to view this page.  For more information on access please visit the membership page.   Thank you very much.

Categories
39 Wealth Management Issues Advanced Health Care Directives Estate Planning Checklist Trust & Estate Planning

Estate Planning and Your New Adult Child’s Health: The Suite of Advance Healthcare Documents

Estate Planning and Your New Adult Child's Health: The Suite of Advance Healthcare Documents

You are unauthorized to view this page.  For more information on access please visit the membership page.   Thank you very much.

Categories
Durable Power of Attorney Issues Estate Planning Checklist

What is a Power of Attorney?

Power of Attorney An important aspect of detailed estate planning is appointing a trusted individual to act as a financial power of attorney to work on an individual’s behalf should they become temporarily incapacitated. A financial power of attorney can be set up to spring into effect only if the individual is deemed medically unable […]

You are unauthorized to view this page.  For more information on access please visit the membership page.   Thank you very much.

Categories
39 Wealth Management Issues Estate Planning Checklist Titling of Assets Trust & Estate Planning Trusts

“Funding” a Trust: The Crucial Part of Estate Plan Implementation

Creating your Trust is just the first part of the Estate Planning process. After you sign your Trust document, the next step is to fund the trust. The method of funding a trust involves transferring assets to it.  Tips for  Funding a Trust  This guide is meant to serve as a helpful starting point for […]

You are unauthorized to view this page.  For more information on access please visit the membership page.   Thank you very much.

Categories
39 Wealth Management Issues Estate Planning Checklist Trust & Estate Planning

Estate Planning for Your “Digital Life”

Your estate plan needs to cover any digital assets you might own. Just as your will's executor needs to know where to find your financial account information and the title to your car after your passing, they also need to access information on your computer and online accounts. If you have a durable power of attorney to […]

You are unauthorized to view this page.  For more information on access please visit the membership page.   Thank you very much.

Categories
39 Wealth Management Issues Estate Planning Checklist Trust & Estate Planning

General Estate Planning Checklist

This checklist is to help you consider the various issues to research before you update your estate plans. If you wish to make changes to your estate plan, you should consider making an appointment with your estate planning attorney. For a list of highly experienced estate planning attorneys practicing in your immediate area, review a list […]

You are unauthorized to view this page.  For more information on access please visit the membership page.   Thank you very much.