Planning for the future- Estate Planning

Many people enjoy taking time off during the summer and hopefully it is while we are having nice sunny days!

In the case that you do experience a rainy day it may be a good time to do some homework on your estate plan.

Pull out your will (if you have one) and make sure it still reflects how you would like your assets distributed.

Here are some things you should consider:

Click here for a Will Planning Checklist

Also use this time to update your personal records.  In case of emergency let your loved ones know where you keep your important documents and keep this booklet with those papers. 

Click here for Personal Record Keeper

Don’t forget to write in your digital accounts and passwords as well as things like air miles and rewards points.

After all you don’t want your facebook profile living on long after you’re gone.

Happy Planning

Jodi