Estate Planning — Remember These 5 Items….


The estate planning firm of Bailey and Holliman has a nice blog post entitled “Top 5 Overlooked Issues in Estate Planning” that we recommend you read.

Sometimes we think only “rich” people need estate planning but the truth is that everyone should know their options and then choose the best option available. Not the best option for your neighbor but the best option for you.

To tease you — read the whole article! — here are the top 5.

1. Liquid Cash

2. Tax Planning

3. Executor’s Access to Documents

4. Beneficiary Designations

5. Fund the Living Trust

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