At the Dillman Law Group, we seem to meet someone everyday who has questions and needs help with estate planning. As a result, we are always looking for good resources and tools to pass on. Here is one for estate planning that I recently came across. Brain Beasley offers a simple, seven point check list to help anyone get started.

  1. Will
  2. Power Of Attorney
  3. Health Care Representative
  4. Life Insurance
  5. Charitable Giving
  6. Business Interests
  7. Preserving Wealth

Check out Beasley’s full article – he is a financial services representative with the MetLife Premier Client Group:
http://insurancenewsnet.com/innarticle/2014/11/26/the-importance-of-an-estate-planning-checklist-a-574994.html#.VH9xxL6EoVc

Please let us know if our team of attorneys can help you go through the check list or work through your particular situation. Contact our office and we can walk you through the process, prepare the proper legal documents and suggest different avenues you can take in planning your estate.