Estate Planning Readiness

There are many components to Estate Planning, and while there’s a common misconception that it’s just about your finances, the truth is there’s a lot more to it. An “Estate” is simply “what you own”, however large or small. Estate Planning involves setting up a plan that establishes who will eventually receive your assets. It also makes known how you want your affairs to be handled in the event you become incapacitated.

Estate Planning is a complicated process, and it can definitely feel overwhelming.

Take a minute to answer the following questions in order to assess your own understanding of estate planning and how prepared you may or may not be.