You want to check off all the boxes when it comes to making an estate planning strategy. But it can be hard to see what you may still be missing. As you work with your financial professional, start by reviewing these 9 questions.
You might be able to plan for many of your retirement expenses, but there are likely going to be unexpected things that come up.
Often, people wonder whether or not the Will they signed many years ago is still valid or if they need a new one. Review the following checklist to see how changes in your life may call for an updated estate plan:
When someone asks you to be their financial Power of Attorney, you should feel complimented. It means that person believes you, the now appointed “attorney-in-fact,” are trustworthy and fair and that you possess good judgment. However, after accepting the compliment, you will realize you have been given a big job without an “operator’s manual.” Read below for seven things you need to know about your new role.