Category : Tips & Checklists

Tips & Checklists

What to Include in Your Estate Planning Checklist

estate planning checklist

Creating an estate planning checklist helps ensure everything is in order and accessible — either for yourself, or your boomer parents. Bringing up estate planning with your family can feel awkward, but getting everyone’s end-of-life ducks in a row is important. Also, knowing that all your financial affairs are in order and your wishes will be honored can be very satisfying. 

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“An investment in knowledge pays the best interest.”

Benjamin Franklin
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