While estate planning can be emotionally taxing, since you must consider a time after your own passing, it is important to be proactive, both for yourself and for loved ones. Here are a few items to consider when working through your affairs.
Confirm your plan is accurate and up to date. Your basic documents (a will, health care directive and power of attorney) should be in place. If they’re not, start here. If they exist, they should be reviewed to confirm they are consistent with your wishes…