Is an estate planning tune up on your list of New Years Resolutions?
If yes, you’re in good company!
Check out this fun “punch list” from Above the Law: Estate Planning Resolutions For 2019: How To Be A Grown-Up In The New Year.
This is a great list and includes items I’ve written about here and here. A short summary of their list:
- Write a Last Will and Testament.
- Make a Power of Attorney.
- Execute a Health Care Proxy.
- Purchase a life insurance policy.
- Check beneficiary designation forms.
- Consider long-term care and disability insurance.
- Consult with a financial advisor.
- Talk to your parents and grandparents about their estate plans.
- Consider burial options.
- Inventory your assets.