Estate-Planning Educational SeriesLASTING LEGACY

Estate planning is the process of making and documenting critical decisions about what you own, how your healthcare and financial affairs are managed and what happens if you die or become incapacitated.

About 60 percent of Americans die without leaving a will or any other document to convey their instructions. When you choose to live without the documents of an estate plan, you allow the laws of your state to make decisions for you. -Frequently, the decisions reflected in state law are not what you would expect — or want.

By the time you're ready to visit an estate-planning attorney (we'll provide tips on how to choose one), you'll have organized personal information that will keep you in control of the process and may even lower your legal costs.

Ready to start?

Click on any topic below.

Not sure you're ready?

Check out our assumptions in Part 1 and see if we address your doubts. Go

Do you have causes and organizations you care about?

Helping them with a gift through your estate plan could be part of your legacy.

Check out our charitable legacy workbook, Celebrating My Charitable Legacy and decide!

Used by permission of Steenhusyen Associates, all rights reserved.


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Discover our most popular estate planning tool



Our Confidential Estate Organizer helps you collect and organize your personal information, simplifying the planning process and putting you in control. Go

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