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What Issues Should I Consider When Reviewing My Estate Planning Documents?

Estate planning is a critical aspect of the financial planning process. Reviewing a your documents periodically is an important exercise. However, this can be a daunting task for retirees, who may find the exercise tedious and, perhaps, confusing.

To help guide your document review, we have created this checklist. It covers key considerations regarding the most common estate planning documents, including:

  • Wills
  • Living Trusts
  • Irrevocable Trusts
  • Powers of Attorney
  • Living Wills

Download Here