ESTATE PLANNING CHECKLIST FOR 2024: A COMPREHENSIVE GUIDE Estate planning is more than writing a will; it's a plan to manage and distribute assets to your dependents. It documents your healthcare preferences, so a loved one decides on medical care according to your wishes. The National Council on Aging (NCOA) Adviser's article, "Estate Planning Guide and Checklist for 2024," offers a comprehensive overview of what to consider when planning your estate. This blog post distills the key points from the article and provides an actionable checklist for 2024.
Estate planning organizes your affairs to fulfill your wishes after you pass away. It encompasses decisions about money, property, medical care and dependent care. The process includes creating essential documents like wills, trusts, powers of attorney and living wills. Estate planning provides peace of mind that your wishes are known and respected, benefiting your loved ones.
Consider estate planning to be a critical process to protect your assets, provide for beneficiaries and have peace of mind for the future. Follow the NCOA Adviser's comprehensive checklist to create your personalized estate plan.
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ESTATE PLANNING CHECKLIST FOR 2024: A COMPREHENSIVE GUIDE
Reference: NCOA Adviser (Aug 21, 2023): Estate Planning Guide and Checklist for 2024.
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