4 Estate Planning Tips That Can Save Your Family (and Your Sanity)

4 Estate Planning Tips That Can Save Your Family (and Your Sanity)

Whether you’re just getting started or revisiting your estate plan...

These 4 tips will keep you a step ahead:

Update your beneficiary designations
↳ They override your will or trust.
↳ Think retirement accounts, life insurance, POD accounts.

Fund your revocable living trust
↳ A trust only works if it's properly funded.
↳ If your assets aren't titled in the trust—you’re still heading to probate.

Plan for incapacity—not just death
↳ Many people become incapacitated before they die.
↳ Make sure someone you trust can legally step in when needed.

Communicate with your people
↳ Don’t let your loved ones find out your wishes after you're gone.
↳ Confusion (and conflict) happens when plans are kept secret.

You don’t have to be an expert to take control of your plan.

Just take the next step. If you're unsure where to start: schedule a complimentary consult today!

P.S. Which of the 4 surprised you the most?