What Are Your Goals?

Deirdre R. Wheatley-Liss

Chapter Chapter 2 in Plan Your Own Estate, 2013, pp 11-23 from Springer

Abstract: Abstract You need to start with the end in mind. Who do you want to have your stuff if you get hit by a bus? When should they have it? In this chapter, I talk about the top-level questions you need to be asking yourself to either develop an estate plan or makes sure your existing plan is still working for you.

Keywords: Contingent Beneficiary; Retirement Plan; Living Expense; Intended Beneficiary; Funeral Home (search for similar items in EconPapers)
Date: 2013
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Persistent link: https://EconPapers.repec.org/RePEc:spr:sprchp:978-1-4302-4495-0_2

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DOI: 10.1007/978-1-4302-4495-0_2

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