Lessons Learned from the Trustate Toolkit
What I like most about the Toolkit is it allows me to feel in control and organized by categorizing recommendations by type, including recommendations for planning, property, relationships, etc. Thanks to the Trustate Toolkit, I'm pleased to report my husband and I are now moving in the right direction and tackling our estate head-on.
Who should you tell about your estate plan?
No one should be left making estate administration decisions on your behalf or trying to guess your end-of-life wishes regarding your estate simply because they do not have the correct information. While some of the contents of your estate can remain a mystery until after you pass, consider letting these four people in on your not-so-secret wishes.
How to Talk about your Will with Family
Earlier this week we covered whether or not you should discuss your estate plan with friends and family. Here, we explain how to do it most effectively.