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  • Charlie Baker

Estate Planning

images to describe various categories of estate planning.
25 Steps for Estate Planning

I was sent this great resource the other day and wanted to share it with you all. Estate planning is important and no matter the size of your bank account, the value of your possessions, if you have kids or not, or if you own anything such as a house/property/vehicles, it's important to have your affairs in order in advance. I hope this resource brings some value to you and if you haven't started the process of Estate Planning, that this will help get the ball rolling.

In this article you will learn 25 Steps For Estate Planning within these categories:

  • Assemble Necessary Information

  • Manage and Review Finances

  • Decide on Your Plan

  • Complete Important Documents

  • Updating and Managing Your Estate Plan

"Estate planning doesn’t have to be a grim affair. This 25-step checklist will make it easier for your family to settle your affairs after your passing. Even if you already have a will or trust in place, there may be additional steps you can take to give your family the peace of mind they need in the days after your death"......

Source- 25 Steps For estate Planning

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