topic | life planning - legacy
There are several components to the Life Planning process:
1. Identify life goals
2. Determine what's needed to accomplish these goals
4. Transfer your legacy
Although it is uncomfortable to think about it, life is terminal. However, your legacy can live on! The following steps provide the basics for assembling a Life Plan.
The Forms Library provides documents that can be helpful in documenting and implementing a life plan.
|Step 1:||Think about Your Legacy|
|Step 2:||Which Advisors Are Necessary . . .|
|Step 3:||How to Organize Financial Information . . .|
|Step 4:||Life Insurance|
|Step 5:||Organize Beneficiary Designations|
|Step 6:||What Everyone Should Know About Wills . . .|
|Step 7:||Selecting an Executor or Personal Representative|
|Step 8:||Creating a Trust|
|Step 9:||Organize Personal Information|