What You Need to Know

what you need to knowIn order to plan your estate properly, it is important to follow some specific steps to get started.

Establish Your Goals

Take the time to write down your goals concerning who you want to receive your assets, who you want to manage your financial affairs or make your medical decisions if you become incapacitated, and who you want to take care of your minor children or other family members.

Count Your Assets

Inventory your assets in order to find out how much you own. This will be crucial when figuring out how much you’ll be leaving for certain people.

Find an Attorney

Select a qualified attorney that is knowledgeable and experienced in the area of estate planning.

Contact Kathy today to learn how she can help you get started with a free consultation.

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