How to Start an Estate Plan
Has estate planning seemed daunting, maybe as if it’s such a big task you don’t know how to begin? This may help.... HOW TO START AN ESTATE PLAN – 5 STEPS 1) Decide to whom or what charity you wish your estate to pass at your death, and in what proportions 2) Decide whether you want the benefit to pass outright to each beneficiary or should it be held in trust. If in trust, how long? 3) List all your real estate and financial assets including interests in partnerships and s
