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Estate Planning Checkup

January 1, 2011

Any estate planner will tell you that your legal house is not in order if you have not yet completed the four basic estate planning documents as discussed below.

1. Last Will and Testament

Your Will directs the disposition of your probate estate, which is any property held in your name alone that does not have a living designated beneficiary at the time of your passing. A Will is also necessary to designate an executor, who is the person who will carry out the administration of your estate. The provisions of a Will…

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by: Gina M. Barry

January 2011

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