Top Tweets for #Stateplan

Estate Planning Checklist: (11 things to consider) 1. Create a will 2. Establish powers of attorney (financial & healthcare) 3. Set up healthcare directives / living wills 4. Name beneficiaries on all accounts (retirement, insurance, etc.) 5. Consider creating a trust (revocable, irrevocable, or special needs depending on circumstances) 6. Appoint a guardian for minor children 7. Review and update digital assets & passwords 8. Plan for potential estate taxes 9. Ensure proper titling of property & assets 10. Review and update plan every 3–5 years (or after major life events) 11. Communicate your plan with family or key individuals Do you have a plan in place?