Estate Planning Checklist
Estate Planning Tools
- Will
- Joint tenancy
- Living trusts
- Lifetime gifts
- Business recapitalizations
Selecting Your Heirs
- Spouse
- Children
- Parents
- Other relatives
- Friends
- Charitable organizations
Identifying Your Debts and Liabilities
- Credit cards
- Loans
- Home mortgages
Listing Your Property and the Heirs to receive it
- Automobiles and boats
- Bank accounts
- Computers and electronic equipment
- Home and household goods
- Insurance
- Jewelry
- Rental property
- Stocks and bonds
