7 Essentials for Your Estate Planning Checklist

It happens to all of us, and how we prepare for it can mean all the difference for your loved ones. 

This week, Regina walks you through a 7-point estate planning checklist: what to prepare, which pros to involve, and how to keep your family out of chaos if something happens. 

You’ll learn how to choose the right attorney, organize your assets, decide on wills vs. trusts, set financial and medical powers of attorney, protect loved ones with the right life insurance, craft a values-based gifting plan, and why clear communication (even a recorded family meeting) can prevent costly disputes later.