Eight Things to Do Before You Pass

People often ask our attorneys, “When’s the best time to create my estate plan?” The tongue-in-cheek answer is: “Tell me the day you are going to die and we’ll do it the day before!” The takeaway? Life Happens, as we say on this program. So be prepared.

On this radio show, attorneys Aaron Connor and Lou Pierro will offer a check list for proactive planning, so when you die, your wishes are carried out in the smoothest way possible. Among our top eight tips:

• Assemble your team: estate planning attorney, CPA, financial advisor, etc.
• Draw up a list of your assets and debts
• Review your insurance policies and retirement accounts
• Choose your executor, ‘agents’ and trustee with great care
• Complete the Core Four documents