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