It feels good when a multi-billion-dollar company agrees with you. Wells Fargo recently published a handy checklist for doing your estate planning documents, found here. They say a good start for your estate plan consists of ten documents. Number one on the list is your last will, and the remainder of the list includes things like your incapacity documents. It’s a handy tool, and it comes with another critical piece of advice: review your plan regularly.
See you on the trail.
Post by Peter Harrison