Wednesday, December 4, 2013
- Draft a will or trust
- Draft a power of attorney
- Get a health care power of attorney as well as a living will
- Update your beneficiary designations
- Talk to your family members to be sure their documents are in order
See Andrea Coombes, Andrea Coombes' Ways and Means: 5 Estate-Plan Strategies for Boomers, IBN Money, Nov. 29, 2013.
Special thanks to Jim Hillhouse (Professional Legal Marketing (PLM, Inc.)) for bringing this article to my attention.