If you have any questions about your estate plan, there is never a good reason to wait around. You should address these concerns without delay. With the seven steps above, it will not be long before you feel better about your situation. This doesn’t mean you will never again have to review your estate plan. What it does mean is that you will have a firm grasp on your situation, as well as peace of mind in knowing you have made all the right decisions.
Topics covered in this report include:
- Take these Steps
- Make a will
- Understand the benefits of a trust
- Create a health care power of attorney
- Create a financial power of attorney
- Understand the benefits of life insurance
- Learn more about estate taxes in your state
- Consult with an estate planning attorney
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As the owner of Krueger Hernandez & Thompson SC, it is Stephanie’s mission to address each client’s goals for their estate plan. By identifying their wishes and concerns she can educate, guide, and counsel on the different tools and options that will effectively and efficiently accomplish those goals.
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