7-step checklist for estate planning Here are seven items you’ll want to carefully consider as you’re making your estate plan.

Step 7: Plan to Keep Your Plan Current Plan to notify your estate-planning attorney, and possibly revise your documents, if you experience any of the following: ...

7. POST-SALE PLANNING Consider the implications of the sale on your future and plan accordingly. This step ensures that the sale proceeds are managed wisely and align with your long-term goals.

Step 2: Define Your Financial Goals Sudden riches—especially sudden liquid wealth—raise several wealth planning issues. Your first step is to decide what you’d like to accomplish financially.

This leads me to the step next. 7. Work with a tax strategist to reduce your tax bill. Make sure you get with a tax professional, so you can focus on your questions, and they can focus on the answers.

7-step checklist for estate planning Here are seven items you’ll want to carefully consider as you’re making your estate plan. 1. Take inventory of all tangible and intangible assets ...