Use this simple checklist to see if your estate plan is on track
- Do you have beneficiaries listed on your bank and investment accounts?
- Have you reviewed them in the last 2 years?
- Do you have a will or living trust?
- Have your reviewed it in the last two years?
- Would you like to control how your beneficiaries access their inheritance?
- If so, do you have a trust in place?
- Have you shared your asset transfer plan with your beneficiaries?
- Do you have minor children or adult dependents?
- If so, have you assigned a guardian in your will?
- Do you have a financial power of attorney?
- Do you have a healthcare power of attorney?
- Do you have an advance medical directive or a living will?
- Do you intend to leave any assets to charity?
