Make sure you’ve listed them all so that your beneficiaries will know that funds are in those accounts after you’re gone. Look at what happens to the funds in any of these accounts if you die. Speak with an estate planning attorney to determine ways to maximize the current $11. If you’re creating a checklist, you can make a simple estate planning worksheet to ensure that you’ve double-checked all your retirement accounts.At its most basic, good estate planning ensures your finances, property, collectibles. A trust is a separate entity that holds your assets for your beneficiaries until an appointed time. Here is a quick checklist to help you make sure that your planning is up to date and relevant in the new year: Estate planning is an essential part of any adults life plan. Additional estate planning documents to consider Trust. The end of the year is unquestionably the busiest time of the year for most people, but it is important to make sure that your financial and estate planning affairs do not get lost in the shuffle.
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