What is Estate Planning?
Estate planning is putting your affairs in order so that your loved ones can take over if you die or are incapacitated. There's more to estate planning than simply writing a will. Accounting for all of your assets and wishes will ensure your plan is executed smoothly after your death. Use our checklist to help you get this done.
more information
planning_your_estate.pdf |
joint_accounts.pdf |
settling_an_estate.pdf |