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Estate Planning Checklist: 10 Key Components to Get Your Estate in Order

Do you have the basics of estate planning in place to ensure a smooth transfer of wealth? Have you put a plan in place in case you become incapacitated?

Our checklist highlights some of the most important financial considerations to help make sure your wishes, and your heirs’ best interests can be respected.

What will you learn?
  • The critical estate planning documents you need to have.
  • Key considerations to know when it comes to helping to ensure your assets will be passed on to future generations.
  • Conflicting beneficiary designations on wills, insurance and retirement accounts and other common pitfalls of which to be aware.