25 Steps for Estate Planning
If you follow me in any capacity, you know I’m all about managing your money well, making the most of your money, and building wealth. Financial freedom is the name of the game!
And here’s the thing. Of course, it’s important to manage your money well while you’re alive and well. But it’s just as important to make sure your money (and other assets and belongings) will be managed well when you’re no longer here.
I know…it’s no fun thinking about passing away. But estate planning is important. It’s your opportunity to ensure your assets are managed the way you want and distributed to the people you want. And it’s not just for the super wealthy. Estate planning is for anyone who owns anything. And that’s all of us in some way, shape, or form!
Now, I am no estate planning expert. But I do want to share this amazing resource from Travis Walker Law:
25 Steps for Estate Planning
It’s a guide that highlights the different things to have in order as a part of the estate planning process. It’s an easy read and it’s chock-full of helpful information! My husband and I recently started revisiting our estate planning documents to make sure we account for recent major life changes (new home, new baby, etc.). And this resource helped us consider quite a few things that we hadn’t previously.
I hope you’ll find 25 Steps for Estate Planning helpful as well!
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