Estate Planning: Not Just Something “rich people do.”

Estate planning is the process of getting your affairs in order to make things easier for surviving family and friend members when you die.

Estate planning doesn't have to be difficult, expensive, or depressing, you just need to take a few simple steps.

Step 1: Inventory the property that you own, including bank accounts, investment accounts, 401K accounts, IRAs, personal property (i.e. jewelry), and real property (i.e. land or home).

Step 2: Make a will and/or Trust. Talk to whomever you would like to be executor and/or Trustee.

Step 3: Review beneficiary designations on retirement accounts and other accounts (i.e. insurance).

If you would like help creating an estate plan, please give my office a call.

© Michelle V. Evenson 2017