Estate Planning Cheat Sheet

Estate Planning is one of the hardest parts of financial planning.  There are so many unknowns and so many questions.   New Leaf Financial Advisory has a cheat sheet for us with some answers to common questions get us started.  They are also having an interactive workshop on the Fundamentals of Financial Planning on March 11th at Serendipity Labs in Rye, NY from 6-8.  

Fundamentals of Estate Planning….Cheat Sheet!  

What do I need to do while I’m alive? 
  • Durable General Power of Attorney
  • Health Care Proxy
  • Living Will 

How do I plan for after I’m gone? 

  • Wills
  • Trusts
  • Designated Beneficiary Accounts

Review of Assets and Accounts

  • Sole or jointly held
  • Named beneficiaries
  • List of accounts and passwords
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