Checklists for End of Life Planning

A beneficiary designation is a legal document that specifies who will receive certain assets or benefits upon the death of the account holder or policyholder. It is commonly used in retirement accounts, life insurance policies, and other financial accounts to ensure that assets are distributed according to the account holder's wishes. By following the checklist below, individuals can ensure that their beneficiary designations are up-to-date, accurately reflect their wishes, and align with their overall estate planning objectives.

Charitable giving in estate planning involves including provisions in one's will or trust to donate assets or funds to charitable organizations upon death. It allows individuals to support causes they care about while potentially reducing [...]

An ethical will, also known as a legacy letter or spiritual will, is a non-legal document that conveys a person's values, beliefs, life lessons, and personal reflections to future generations. It serves as a way for individuals to share their wisdom, blessings, and wishes with their loved ones, providing a means to pass on intangible assets beyond material possessions. By following the following steps, you can create a meaningful and impactful ethical will that reflects your values, beliefs, and life wisdom for generations to come.

Probate avoidance refers to estate planning strategies aimed at minimizing or entirely bypassing the legal process of probate, which involves the court-supervised distribution of a deceased person's assets. Common methods include establishing living [...]

Guardianship and conservatorship are legal arrangements established through estate planning to protect individuals who are unable to make decisions for themselves due to incapacity or disability. Guardianship involves appointing someone to make personal and [...]