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Action Guide: Completing Your Plan

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Plan Your Own Estate

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.

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© 2013 Deirdre R. Wheatley-Liss

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Wheatley-Liss, D.R. (2013). Action Guide: Completing Your Plan. In: Plan Your Own Estate. Apress, Berkeley, CA. https://doi.org/10.1007/978-1-4302-4495-0_23

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