Prepare Your Heirs

So, you have succeeded in putting your estate plan together – you have your Will, Trust, Powers of Attorney, and Medical Directives in place.  The beneficiary designations for your life insurance policies and retirement accounts are in place.  You review your estate plan periodically to make sure it continues to reflect your wishes and accomplish your goals.  All the legal documents necessary to implement your estate plan are complete.  But there is one further step you can take to make things easier for your loved ones if you die – prepare them for the eventuality.

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