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Action Guide: Completing Your Plan

  • Deirdre R. Wheatley-Liss
Chapter

Abstract

Just creating a will or a trust isn’t enough; you need to make sure your assets match your well-thought-out estate plan. This is where most estate plans fail. You thought hard about what you wanted, created a plan to turn your goals into action—but then didn’t make sure your assets fit your plan. Don’t drop the ball after all your hard work.

Keywords

Married Couple Life Insurance Bank Account Retirement Plan Joint Account 
These keywords were added by machine and not by the authors. This process is experimental and the keywords may be updated as the learning algorithm improves.

Copyright information

© Deirdre R. Wheatley-Liss 2013

Authors and Affiliations

  • Deirdre R. Wheatley-Liss
    • 1
  1. 1.NJUS

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