Action Guide: Completing Your Plan

  • Deirdre R. Wheatley-Liss


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.


Married Couple Life Insurance Bank Account Retirement Plan Joint Account 

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© Deirdre R. Wheatley-Liss 2013

Authors and Affiliations

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

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