Estate Planning | 4 Simple Steps To An Estate Plan

Estate Planning | A powerful tool for protecting your assets and your life. While many equate estate plans to wills, which are generally only used after death, estate planning can actually be useful at all stages of life. Estate plans are particularly important if you have plans in mind for future generations. To create a comprehensive estate plan, follow the steps below.

  1. Make A List of Assets

Start by making a list of all the assets you currently have or that you know you will inherit. This includes anything with a monetary value of significance. Investment accounts, retirement accounts, and life insurance policies are just as important as collections of antiques, electronics, and property. As