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Estate Planning Checklist

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Part of the video series: Estate Planning

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What Part of Your Estate is Taxable?
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Estate Planning Checklist
On the top of any estate planning checklist should be working with a qualified financial planner. Get tips… More
How Does a Trust Work?
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How to Set Up a Trust
Setting up a living trust is a complex process dealing with who property owned is going to be dispersed to… More
The Pros & Cons of a Bypass Trust
In estate planning the pros of a bypass trust are two tax exemptions; the con is cost. Learn the pros and… More
What Is a Probate?
A major goal of estate planning is to avoid probate, when a court must remove one name from a legal deed a… More
Estate Planning & Probate
Related to estate planning, there are two types of probate, one is probate while living, and one is probat… More

Summary: On the top of any estate planning checklist should be working with a qualified financial planner. Get tips on making an estate planning checklist from a registered financial consultant (RFC) in this free personal finance video.

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By Patrick Munro
eHow Presenter

Contact: www.northstarnavigator.com

Patrick Munro's affinity for investing and financial matters began more than 20 years ago with business education and service throughout the ranks of the banking, insurance and...read more

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Video Transcript

"An estate planning checklist should be really simple in nature. You want to make sure with your estate plan, that on the top of your checklist is working with a qualified financial planner. A qualified financial planner, will have on his power team various other professionals that can help you and assist you with your estate plan. Rule number one, a qualified elder planning attorney. When I say elder planning attorney, I don't just mean any attorney. It's someone who is very intimate with the laws of your state relative to estate planning. Also, a top flight CPA or accountant that will know the tax laws and the actual ways to execute the best ways to protect your money. That should be a member of your checklist as well. Going deeper into the checklist, you'll also want to make sure that you have all of your documents together showing real estate assets that you hold, bank accounts, certificates of deposit by account number as well. Also, investment accounts and various account numbers and where they're held at to make sure that your beneficiary designations are clear and present to the professionals that are going to help you execute your estate plan. This is Patrick Munro of Norstar Financial Advisers, talking about the checklist for your estate plan."

eHow Article: Estate Planning Checklist