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Video: Vital Estate Planning To-Dos
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If you’re not sure how to build an estate plan to protect your loved ones and pass along your legacy, here's a three-step plan to help you get started.
As Tom discusses:
- Everyone has an estate, so everyone needs a plan.
- Start simple by creating a will or trust to protect your family.
- Keep your beneficiary list current, and check it regularly.
Bottom Line
Putting together an estate plan doesn’t have to be a complicated mess. Start with the documents you know will protect your loved ones by ensuring your wishes -- and your property -- are clearly outlined and divided the way you intended.
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Save. Invest. Protect. Subscribe.
Planning ahead for your financial future may not be easy, but it can be easier—with ideas and insights delivered right to your inbox.Thank you for signing up.
You've taken the first step to planning your financial future. This is where your journey starts.