Estate planning is vital for safeguarding your legacy and assets. Our concise estate planning checklist is designed to guide you through the steps necessary to ensure your estate is managed according to your wishes.

This checklist covers:

• Creating a Will
• Assigning Power of Attorney
• Establishing a Living Will
• Utilizing Trusts
• Regular Beneficiary Designations

Additional strategies include asset inventory, digital asset planning, estate tax strategies, and charitable giving plans. This comprehensive guide also highlights the benefits of a reliable estate plan, from asset protection to tax minimization.

Download the checklist and start building a robust framework for your legacy today.

You can also get a free financial review with an experienced Wealth Enhancement Group advisor to evaluate your retirement plan or address any concerns you may have.