Jun 9, 2025 · Here are the ten estate planning tasks you need to perform before you die: 1. Create A Will. This is the cornerstone of every estate plan. By creating a will, you ensure your assets go where …

Jan 16, 2025 · Follow this checklist, and you'll be all set. Account for all of your assets and wishes to ensure that your plan is executed smoothly after your death. Keep written lists (and inform your estate...

Oct 28, 2024 · Get essential estate planning advice and tips with our 12-step checklist. Protect your assets and ensure your family's future.

Jun 9, 2025 · Whether you're starting fresh or updating your plan, here’s a checklist of key legal and financial steps to take. 1. Create or update your will. A will is the foundation of any estate plan,...

Jun 18, 2025 · When talking about estate planning, a will is often the first thing that comes to mind. A will dictates how your assets will be distributed upon your death. However, it’s just one piece of the...

Sep 15, 2025 · Learn the essentials of estate planning to protect your assets, ensure your wishes are honored, and reduce stress for your family. Discover key documents and steps to get started.

Dec 20, 2024 · This guide provides a clear overview of estate planning, from essential documents to smart strategies that can save your family time, money, and stress — with a checklist to keep you …

Get tips to help you create your estate plan. Explore wealth transfer options and get help with tricky situations. Documenting your wishes ahead of time may spare your loved ones added stress. …

Sep 4, 2025 · Estate planning is a must for most Americans, yet it often falls on the need-to-do but never-get-around-to list. Retirement writer Donna Fuscaldo of Kiplinger Finances offers five tips for …

Jul 7, 2025 · You might hear that you need to make an "estate plan," but what does an estate plan cover and how do you make one? Here's a simple list of the most important estate planning steps to …