877-815-4218 877-815-4218

Tag Archives: identify your assets

Tag Archives: identify your assets

Identify Your Assets to Develop an Ideal Estate Plan

Preparing for an estate planning discussion with your attorney by diligently inventorying all of your assets beforehand can greatly improve the estate planning experience and make the process more efficient. CNN Money advises a list of actions that should be taken as an individual enters the estate planning process: List all your assets. These include […]