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Taking Stock

The first step in estate planning is to inventory everything you have and assign a value to each asset. Here's a list to get you started. You may need to delete some categories or add others.
  • Residence
  • Other Real Estate
  • Savings (bank accounts, CDs, money markets)
  • Investments (stocks, bonds, mutual funds)401(k), IRA, pension and other retirement accounts
  • Life insurance policies and annuities
  • Ownership interest in a business
  • Motor vehicles (cars, boats, planes)
  • Jewelry and/or Collectibles
  • Other personal property
Once you know the value of your estate, you're ready to do some planning. Keep in mind that estate planning is not a one-time job. There are a number of changes that may call for a review of your plan. Take a fresh look at your estate plan if:
  • The value of your assets changes significantly.
  • You marry, divorce or remarry.
  • You have a child.
  • You move to a different state.
  • The executor of your will or the administrator of your trust dies or becomes incapacitated, or your relationship with that person changes significantly.
  • One of your heirs dies or has a permanent change in health.
  • The laws affecting your estate change.

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  • Home
  • Medicare
    • Medicare Basics
    • Medicare Part D
    • Medicare Advantage Plans
    • Medicare Supplement Plans
  • Long Term Care Insurance
  • Life
  • Dental
  • Contact
  • Additional Insurance Solutions
    • Short Term Medical Insurance
    • Supplemental Hospital Insurance
    • Accident and Critical Illness Insurance
    • Health Discount Program
  • Marketplace Health Insurance
  • Marketplace Health plans