Call: 720-365-1644

   

Email: estateinventoryservices@gmail.com

Licensed ~ Bonded ~ Insured

© 2016 Estate Inventory Services, LLC.

  • b-facebook

Time to Prepare Your Estate Plan? Consider these estate planning tips

January 12, 2017

 

 

 

An estate plan helps to ensure that your wishes regarding your health and assets can be carried out accordingly, before and after your death.

 

Originally published: October 19, 2016 

 

 

KEY TAKEAWAYS

  • Estate plans provide a roadmap for important decisions regarding your health and assets, and generally cover two phases: before and after your death.

  • Without an estate plan, state laws will determine the fate of your medical care and assets. What they dictate may not be in line with your wishes.

  • Estate planning includes setting up a financial power of attorney and health care directive, a will and/or trust, and assigning joint owners and beneficiaries to your assets.

  • Once you’ve created an estate plan, review it every two years to account for any major life changes among your family members and beneficiaries.

 

 

 

Share on Facebook
Share on Twitter
Please reload

Featured Posts

Downsizing Offers a Fresh Start for Older Adults

December 26, 2018

1/4
Please reload

Recent Posts
Please reload

Search By Tags
Please reload

Follow Us
  • Facebook Reflection
  • Twitter Reflection
  • Google+ Reflection