Taking inventory of your assets is a great place to start when you’re developing an estate or elder law plan. Once you get a good inventory of all the assets you have, you can start looking at how you want to distribute those assets and who you want to be in charge of executing those wishes.
If you need help, the estate planning workbook on our site can be a great tool. Download the workbook or click the link to open it directly through the website. It’s a fill in the blank form that allows you to capture all your assets and designate how those assets are distributed and handled. It’s an excellent place to tell me where to start in evaluating your estate and how to strategically plan to protect your savings.
Take Inventory and Download Our Planning Information Form Here!