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Discuss your estate plan with your loved ones to clarify your intentions and avoid misunderstandings later. Be transparent about how assets will be distributed and who will take …

Find your state’s Advance Directive form here, fill it out, sign it, keep it somewhere your spouse can easily access it, and rest easy knowing you just took a huge burden off your family’s …

Jan 23, 2021 · Having an estate plan allows you to make the following decisions about your assets so your loved ones don’t have to: 1. How should your assets be allocated. 2. Who will …

Getting started is easy! If you wish, print out the next pages so that you (and your partner, if applicable) can take notes on who you’ll want to fill certain roles in your Estate Plan. Use our …

To start your estate plan: List the value of your home and other real estate along with cars, jewelry, artwork, and other physical assets. Gather recent statements from your bank, …

An estate plan accomplishes a wide range of important objectives, including: • Giving you control over who gets what after you pass away. • Protecting your heirs from paying fees, taxes, and …

Jan 23, 2023 · To address this need, we plan to create and release a series of one-page download "cheat sheets" on basic estate planning concepts in the areas of general estate …

Mar 16, 2023 · Follow these general steps to get started, including personal and family information, financial assets, and your estate planning objectives. Estate planning is a crucial …

Nov 30, 2022 · Crafting an estate plan involves a series of steps, some of which you’ve probably already undertaken and are probably going to need to revisit as your life unfolds. As you do …

Jan 28, 2025 · Use this cheat sheet as a guide for aligning estate planning building blocks with the most appropriate planning techniques to meet clients' needs.

May 25, 2014 · In order to protect your digital assets, Lamm and Ally Bank recommend including them in a will or trust and designating a fiduciary to execute your wishes. You should also …

Jan 28, 2025 · Download the complete “cheat sheet” for aligning estate planning building blocks with the appropriate techniques here. Learn the three core components that work together to …

Feb 3, 2025 · Step 2: Define Your Estate Planning Objectives and Beneficiaries. Defining your estate planning objectives is a critical step in ensuring your estate plan aligns with your …

5 days ago · Despite its complexity, an estate plan offers many benefits to those who put in the effort. The Benefits of Having an Estate Plan. Creating an estate plan gives you and your …

Dec 10, 2024 · Estate planning is hardly the cheeriest of topics, especially when there’s a rift within the family. Exhibit A: the 93-year-old media mogul Rupert Murdoch is in the midst of a …

Jan 31, 2025 · Run Your Home Like a Business: Your Estate Planning Checklist . An estate plan allows you to express what you want to happen should you become incapacitated, as well as …

1 day ago · Estate planning is about more than just dividing assets; it’s about ensuring your wishes are respected and that everyone has a clear understanding of what to expect. By …