Did you notice a theme? Prince left a musical legacy (Little Red Corvette, Diamonds and Pearls, Raspberry Beret), but he did not leave a will.

1. 1 Inventory your assets.
2 Meet with attorney and other advisors.
3 Discuss plans with family.
4 Consider charitable gifts during life or at death.
5 Execute will, trust, funeral/burial instructions, etc.
6 Execute health care directives; power
of attorney for financial purposes.
7 Confirm beneficiaries of all life insurance
policies and retirement accounts.
8 Retain relevant documents in a safe place;
notify trusted individuals of location.
9 Catalog social media and other electronic
accounts, passwords and retain record.
10 Revisit plan when significant changes occur (divorce,
death of a spouse or child, major illness, etc.).
Source: Wolters Kluwer © 2016 CCH Incorporated and its affiliates. All rights reserved.
2016-1205-1
When you have to be right
Top 10 Strategies
for Estate Planning
Did you notice a theme? Prince left a musical legacy (Little Red Corvette, Diamonds and Pearls, Raspberry
Beret), but he did not leave a will.