Estate Planning Step By Step

Estate planning has many components. Thinking about getting it all done may be overwhelming. But it doesn’t have to be that way. Just go at it step by step.

An article on lists the specific tasks involved in setting up an estate plan as follows and suggests doing them one at a time:

  • Buy life insurance
  • Draw up your will
  • Consider setting up a living trust
  • Make sure your beneficiary assignments on IRAs and insurance policies are up to date
  • Fund an account to take care of your final arrangements
  • Share your plans with your loved ones

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

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