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Estate Planning: The Seven Basic Steps Toward Planning Your Financial Future (Pt.1)
It's never too late to take control of your financial future. In today's episode we cover the first three of seven foundational steps to take in planning your estate. These steps include:
1) Inventory and valuation of both tangible and intangible assets, 2) How to ensure you've accounted for your family's needs, 3) Establishing your directives - including such important considerations as setting up a trust, medical care directives and the two common types of powers of attorney.
As always, consult your estate planning professional for their advice, but if you're in need of an experienced estate/ financial planning professional, please reach out to Annie for a no-cost, no-obligation consultation.
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By Annie Hung-ScangaIt's never too late to take control of your financial future. In today's episode we cover the first three of seven foundational steps to take in planning your estate. These steps include:
1) Inventory and valuation of both tangible and intangible assets, 2) How to ensure you've accounted for your family's needs, 3) Establishing your directives - including such important considerations as setting up a trust, medical care directives and the two common types of powers of attorney.
As always, consult your estate planning professional for their advice, but if you're in need of an experienced estate/ financial planning professional, please reach out to Annie for a no-cost, no-obligation consultation.