InvestTalk – 12-2-2022 – Start Your Estate Plan with 8 Key Steps

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Choose an estate planning attorney. Make sure the attorney you choose is knowledgeable and experienced in estate planning.
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Make a list of your assets. This includes financial investments, property, and life insurance policies.
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Determine who you want to receive your assets after you pass away.
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Develop a concrete plan for how you want your assets managed in the event of your death.
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Decide who you want to serve as your executor.
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Decide how you want to handle any debts that may remain after you pass away.
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Create an advanced medical directive.
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Hire professionals to assist you in completing the necessary legal paperwork.
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