Issues to Consider When Creating Your Estate Plan | 2024
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Evensky & Katz / Foldes
Estate planning can often be overlooked, yet it’s crucial for ensuring your wishes are carried out and your assets are managed effectively. Many people are unsure where to start or what questions to ask. This checklist is designed to provide clarity and guide you through the essential elements of estate planning.
Key Considerations Include:
- Estate Planning Documents: Identify the key documents needed for your situation.
- Avoiding Probate: Explore strategies to help your assets avoid the probate process.
- Equitable Distribution: Develop an estate plan that is fair to all heirs.
- Impact on Accounts and Assets: Understand how specific accounts or assets may be affected after your passing.
Use this checklist to get started on creating a comprehensive estate plan that aligns with your wishes and ensures your assets are handled appropriately.
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