A comprehensive estate planning checklist includes: revocable living trust or will, financial power of attorney, healthcare power of attorney, living will/advance directive, beneficiary designation review, life insurance review, guardianship designations for minor children, and a letter of intent for your family.
This answer is provided for general informational purposes only and does not constitute financial advice. Every family’s situation is different. For personalized guidance, schedule a free consultation with our team.
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