Tag Archives: estate plan documents
What is an Estate Plan?
Think of a game plan or making travel plans. Both involve organizing the details for a big event. Coaches create strategies and organize a team. Travelers arrange transportation and make itineraries and packing lists. Your estate plan details what will happen when you pass away. The plan spells out how your assets will be managed […]
Posted in Estate Planning Also tagged Estate Planning
Estate Plan Documents: Where are they?
Imagine your loved ones not being able to locate the documents you had prepared to administer your estate? A stressful time just became more challenging. One of the most important things about your estate plan and associated documents is remembering where they are. Keeping Track There are three important questions to ask yourself. First, where […]
Posted in Estate Planning, Uncategorized Also tagged Document storage