What Issues to Consider When Creating Your Estate Plan

Estate planning is a topic that is commonly ignored. After all, who likes to plan for what happens after they die? Many people have no estate plan in place, and they often don’t know where to start. That’s where we step in.

 With our guidance, you will have a better idea of what questions to ask when creating your estate plan, as well as clarification on what will happen to your assets after you are gone.

This checklist covers the key issues to consider when you are developing your estate plan, such as:

• Identifying the appropriate estate planning documents needed for your situation.

• Considering ways for your assets to avoid probate.

• Developing an equitable estate plan that is fair to all heirs involved.

• Understanding how specific accounts or assets may be affected after death.

Reach out to us with any questions! info@echo45advisors.com