Estate Planning Tip Sheet

When you set out to create an estate plan , you and your attorney will work closely to develop an array of tools that will help you accomplish each of your goals. While no two estate plans are identical, the tools you create will have to meet some very specific legal requirements. Your attorney will not only tell you what important issues your plan will have to address, but will also guide you through the process of creating tools that meet these legal standards. While you go through the process of creating a plan, you will want to keep some important tips in mind. The legal aspect of creating a plan is one thing, but keeping yourself on track can be much easier if you remember some important points. Tip 1. Making an estate plan is a process. One the most important things you should understand as you go about the process of creating a plan is that your plan will not be something you can simply create and later forget about. Your estate plan will allow you to make different types of ch
http://www.norcalplanners.com/blog/estate-planning/estate-planning-tip-sheet/

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