Our estate planning checklist will help you know if you’re ready.
Estate planning is something all of us need to consider regardless of how much wealth we have. An estate plan can distribute personal property (jewelry, furnishings, cars, etc.) and ﬁnancial assets (stocks, bonds, real estate, bank accounts, retirement funds, etc.) as well as inform others about a person’s wishes concerning financial and caretaking issues if someone can no longer manage his or her affairs.