Thinking about our own gifts:
- What are the needs of my family?
- How might I do a larger thing?
- What has been the meaning of my life, and how might I make it more meaningful?
To help you get ready for your Estate Planning conference:
- Six Steps to Your Estate Plan
- Will Information List
- Will Review Checklist (if you already have a Will or Trust)
- For the First-Time Trustee (Even If You’ve Been Trustee Before)
Here is some help in thinking of your options: