Estate Planning Checklist: Get Your Affairs In Order – Forbes AdvisorChristy Bieber is a personal finance and legal writer with more than a decade of experience. This estate planning checklist will help you to do all that you need to ensure that your wishes are met and to simplify the process for your loved ones. Simple Estate Planning ChecklistEveryone’s planning process will be different because they must address the issues unique to their situation. Identify the Steps Necessary to Protect Your WealthProtecting assets against potential loss is one of the key parts of estate planning. Get Legal Help With the Estate Planning ProcessIt’s very important that you check off every item on your estate planning checklist as once you become incapacitated or pass away, it will be impossible for you to go back and do the things you missed.
Source: Forbes December 25, 2023 13:23 UTC