Today on ThinkSmart, Senior Financial Advisors Rob McClelland and Mike Connon will walk you step-by-step through an estate planning checklist. You will learn the best practices for ensuring the future of your estate and the importance of having one in place. 

Key points:

(02:33): Best practices for wills and executors

(05:30): Charitable giving

(05:58): Best practices for power of attorney

(07:55): Best practices for beneficiaries

(09:20): What are the benefits of a successor annuitant?

(10:34): How do we recommend you handle life insurance policies?

(17:22): How to deal with the house and the cottage