“Begin With the End in Mind: The 6 Steps of The Estate Planning Process”
Daniel Collison provides a useful 6-step guide to thinking about estate planning in “Begin With the End in Mind: The 6 Steps of The Estate Planning Process”.
- Establish and Secure Retirement Lifestyle Goals
- Determine and Minimize Estate Taxation
- Determine Estate Beneficiaries
- Formulate Distribution Strategies
- Protect Estate Value
- Formalize Estate Documentation
The entire article is worth reading in full.