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Learn... Plan... Protect Your Estate

Steps to Build Plan
  Step 1 - Organize documents
  Step 2 - Get educated
  Step 3 - Inventory
  Step 4 - Determine goals
  Step 5 - Develop plan
  Step 6 - Review plan
  Step 7 - Take action
  Step 8 - Get help
Estate Plan Items
  Death Will
  Guardianship
  Power of Attorney
  Health Care Directive
  Living Will
  Charitable Giving
  Gifting
  Trusts
  Asset Distribution
  Burial Instructions
  Beneficiaries
  Executor
Take action

The most important thing you will do is to act on your plan. While the earlier steps are certainly necessary, if you don't actually act now, you will have gained nothing, and delays can have a serious impact on your ability to save enough to achieve your financial goals.

Through the previous steps, you should have been able to develop a basic estate plan. Now it's time to execute the documents, in other words make them legally binding. State laws on the format of these documents vary, so read the requirements carefully. Some must be notarized, others merely signed and witness. Free medical directive forms and information (living will and health care power of attorney) can be found at nho.org, or you might consider purchasing either H&R Block's WillPower ($26 with shipping, $20 downloaded) or Quicken WillMaker Plus 2008 ($45 with shipping) which has the correct forms and instructions for every state.

The time to act is now. Make a decision to do it right now!

Step 8 - Get Help If You Need It

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