Intimidated by estate planning? Here are key first steps

Intimidated by estate planning? Here are key first steps

Developing an estate plan can sound complicated and overwhelming.  There are certain documents to execute regarding incapacity and others that pertain to the distribution of property.  Reviewing beneficiary designations and taking an inventory of your assets is a great starting point in creating a streamlined and effective plan.

Posted by Wendy VanCleve on 2/21/2018:  Intimidated by estate planning? Here are key first steps
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