5 Tips to Start Your Estate Plan


Estate planningMore than 60 percent of Americans don’t have a will or any type of estate plan in place. That means most Americans are going to leave their families a lot of work to do if they die.

The work includes finding documents, hiring lawyers and dealing with the courts to sort everything out, according to a story on kiplinger.com.

In the story, the author suggests the following five recommendations of what to do today to get your estate in order:

* Start early. The process should begin in your 30s.

* Identify key people that you want to include in your plan.

* Consider all your assets and possessions as part of your estate .

* Be specific as to who gets what.

* Share your estate planning documents with your loved ones.

If you have questions about estate planning, feel free to contact us for a consultation at (626) 696-3145.

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