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Devise a Plan and Review Your Goals (Estate Planning Checklist)

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As you go through the estate planning process, you should make sure that you answer the following questions:

  • What assets do you need to pass on to your loved ones?

  • Who are your beneficiaries and how much should each person receive?

  • Who do you want to disburse your assets and manage your estate?

  • Who will become the guardian of any minor children?

  • Do you need to plan for a blended family or family member with special needs?

  • What kind of end-of-life care do you want to receive if you can’t care for yourself?

  • Who should make decisions for you if you become incapacitated?

  • Do you have a plan for charitable giving?

  • How much do you expect your estate to be worth? Are you concerned about inheritance or estate taxes?

If your estate plan doesn't provide an answer for each of these questions, you should revisit it. Instead of creating a completely new plan, you may be able to revise the estate planning documents you already have.