Fundamentals of Estate Planning....Cheat Sheet!
What do I need to do while I’m alive?
How do I plan for after I’m gone?
- Durable General Power of Attorney
- Health Care Proxy
- Living Will
Review of Assets and Accounts
- Designated Beneficiary Accounts
- Sole or jointly held
- Named beneficiaries
- List of accounts and passwords
Friday, March 8, 2019
Estate Planning Cheat Sheet
Estate Planning is one of the hardest parts of financial planning. There are so many unknowns and so many questions. New Leaf Financial Advisory has a cheat sheet for us with some answers to common questions get us started. They are also having an interactive workshop on the Fundamentals of Financial Planning on March 11th at Serendipity Labs in Rye, NY from 6-8.