The purpose of this site is to help you organize your thoughts and information before you see an advisor about an estate plan. Many people avoid estate planning because they think that the process will be overwhelming. We believe that the six steps provided here will help you get ready. These steps are frequently recommended by experts. They are:
1. Initiate the discussion
2. Take stock of the present
3. Develop objectives
4. Choose advisors
5. Consider alternatives
6. Review and modify
You can use the steps in any order, but they will probably make the most sense if you start with step 1 and proceed to step 6.
Thursday, May 21, 2009
Getting Ready for Estate Planning
I see nothing wrong with this list, check out the site, but more importantly - start working on your estate planning.