An important element of a successful financial plan is your estate plan.
Maybe…
- You have been putting off your estate plan for years;
- You want to control how your beneficiaries get access to your assets upon your death;
- Your family circumstances have changed, and you’d like to alter your estate plan to reflect these changes; or
- You’d just like a refresher on your current documents.
Whatever the case, it’s important to get your estate plan done and to review it periodically. We have a checklist that outlines 19 considerations that are fundamental to estate planning preparation and/or review.
Take a look at this checklist. Does anything jump out at you? Either you know that you have needed to do this for years…or you did it years ago and have no idea what your documents say?
Get started today!
Jessica Searcy Kmetty, AIFA®, ChSNC®, CDS®, CPFA®, GFS®, C(k)P®, PPC™, is Principal at Allos Investment Advisors. With more than two decades of experience in financial planning, she works with divorced women, female entrepreneurs, blended families, and families with special needs children. Jessica brings personal perspective and specialized training in divorce, special needs, fiduciary, and retirement plan services to her planning conversations.
