How to create an estate plan using a FREE 7 Steps To A Complete Estate Plan - Client Worksheet скачать в хорошем качестве

How to create an estate plan using a FREE 7 Steps To A Complete Estate Plan - Client Worksheet

Parks Zeigler's managing member Kellam Parks visits with Wavy 10s Hampton Road Show to discuss the importance of planning, when developing a complete estate plan. Their free guide, The 7 Steps To A Complete Estate Plan - Client Worksheet assists you in gathering information regarding who will be your agents & beneficiaries, inventory your assets, and determine what happens to your assets. This free worksheet is available for download on their website www.pzlaw.com. One of the hardest decisions in estate planning is who to entrust with duties as your Executor, Trustee, Health Care Agent and Agent under a Durable Power of Attorney. You should choose people that are good with finances, who have the time to commit to the duties required, and that are willing to say “No” to other family members that overstep. If you choose joint agents, you should be sure that they can work together well and that geographical problems (one being far away) don’t hamper their ability to work together. You should also choose successors in the event that the person chosen does not have the time or the ability to act as your agent, Executor, or Trustee.