4 Estate Planning Tips

67% of Americans say they don’t have an estate plan. 40% say they just haven’t gotten around to it and 33% say they don’t have enough assets.

Whether you have $10 million or $10, an estate plan will help your loved ones when you are gone.

Here are a few tips to get an estate plan started.

1. Create a Last Will and Testament. This is the most common estate planning document.
2. Write a Letter of Instruction. Write down where all your policies are, where the key to the safe is, list all of your assets.
3. Create an Advance Directive. This is your living will giving instruction should you become incapacitated.
4. Get Help! If you are struggling to put a plan together, enlist a professional. Your loved ones deserve it.