Managing My Estate

You did everything right. You planned for every contingency. Now, as you think about your legacy, your thoughts have turned to preserving your assets so you can care for your family, charity, and society. Plenty of new questions now need to be answered. Has your will been updated? Is your trust set-up correctly? Do you have the right insurance in place? Are your gifting requirements properly structured? Do you have an advanced healthcare directive? This is a time for all your partners to be working together for you. Let’s paint the complete picture.

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Make sure you have an emergency fund in the event your planning hits some unexpected roadblocks. Health issues, repairs or even natural disasters can strike without warning.

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Gather all your important legal and other documents and consider storing them in a digital vault or other accessible location. Advise your heirs how to locate documents and who to contact in the event unforeseen events prevent you from acting for yourself.

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Know your spending requirements (budget) and income sources and try to reduce spending if extraordinary income needs occur.

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When it comes to managing your estate, you shouldn't overlook anything. Taking care of the basic blocking and tackling will help you avoid making costly mistakes and safeguard your legacy.

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