Action Guide: Completing Your Plan

Deirdre R. Wheatley-Liss

Chapter Chapter 23 in Plan Your Own Estate, 2013, pp 287-292 from Springer

Abstract: Abstract Just creating a will or a trust isn’t enough; you need to make sure your assets match your well-thought-out estate plan. This is where most estate plans fail. You thought hard about what you wanted, created a plan to turn your goals into action—but then didn’t make sure your assets fit your plan. Don’t drop the ball after all your hard work.

Keywords: Married Couple; Life Insurance; Bank Account; Retirement Plan; Joint Account (search for similar items in EconPapers)
Date: 2013
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DOI: 10.1007/978-1-4302-4495-0_23

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