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2024: A Simple Estate Planning Checklist For a Challenging Topic by Scott Spann

Optimal Finance Daily - Financial Independence and Money Advice

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How to Create a Will and Estate Plan

It always makes good sense to get our financial affairs organized no matter what the net worth situation may look like. It's also important to keep a list of online account passwords and digital assets in a convenient location for loved ones to access just in case something happens to you. You can decide who you want making important financial or medical decisions if you're ever unable to make them yourself. A will, advanced healthcare directive or living will, medical power of attorney and durable power of attorney should be part of your estate plan.

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