As we discussed in part one, it's never too late to take control of your financial future. In today's episode we cover the final four of seven foundational steps to take in planning your estate. In addition to the first three steps outlined in part one, which 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 - today's episode covers the additional topics of:

4) Reviewing beneficiaries, 5) Noting your state's estate tax laws, 6) Weighing the value of professional help and 7) Planning to reassess (as life's circumstances change)

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.