Back to Estate Planning Basics

      Step One:        Carefully Choose Your Estate Planning Team         Step Two:                  Gather Information     
*Attorney                      *Life Underwriter *Accountant                *Trust Officer    *Charitable Officer  *Financial Planner     (choose those needed) sy01265_.wmf (3286 bytes) Complete a Factfinder *Names, Ages, etc. *Assets and Liabilities *Desired Heirs            *Goals and Objectives    

 

 

    Step Three:          Analyze The Data   Pretend a death occurred. What would happen:         sy01265_.wmf (3286 bytes)      Step Four: Recommendations

*Review the choices and suggestions or your estate

*To Your Estate?          *To Your Business?       *To Your Family? planning team members

 

     Step Five:                             Decide and Implement sy01265_.wmf (3286 bytes)      Step Six:                   Periodic review   
*Choose Correct Plans               *Signs Wills and Trusts        *Purchase Necessary Insurance *Change Investments as Necessary *Don't put your plan in a dresser drawer and never look at it again. Consider reviewing the plan each year.