Wills, Trusts & Estates Prof Blog

Editor: Gerry W. Beyer
Texas Tech Univ. School of Law

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Wednesday, December 4, 2013

Must-Do Estate-Planning Items

To do listAndrea Coombes has recently drafted a short list of "must-do estate-plan" items including:

  1. Draft a will or trust
  2. Draft a power of attorney
  3. Get a health care power of attorney as well as a living will
  4. Update your beneficiary designations
  5. 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.

http://lawprofessors.typepad.com/trusts_estates_prof/2013/12/must-do-estate-planning-items.html

Death Event Planning, Estate Planning - Generally, Non-Probate Assets, Trusts, Wills | Permalink

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