![]() ![]() It is vital that you have a Power of Attorney and a Living Will to your name before the end of the year. Acquire A Power Of Attorney and A Living Will It can be more difficult to assign a value to cars, properties, art collections, and other items. Asset valuation is easy when looking at a checking, savings, 401(k) Roth IRA, or any other financial account. A value will need to be assigned to every single asset to your name. Determine The Value Of Your AssetsĪsset valuation is the next item on the Estate Planning Checklist. ![]() Stock, bonds, IRAs, 401(k)s and any other savings or retirement accountsĪ separate list should be created that includes all of the debt to your name:ĭo you have questions about Estate Planning ? Are you concerned that your estate plan is not properly laid out?Ĭall THE South Florida Estate Planning Attorney Barry Siegel after reviewing our Estate Planning Checklist.Assets that should be listed include the following: It is important to have a list of every single asset to your name in one place. There is no other way you can begin getting your legal affairs in order without first starting with your assets. 2022 End Of Year Estate Planning Checklist 1. The following items on our 2022 Estate End Of Year Planning Checklist are important to review to ensure your loved ones are protected in case the unexpected happens. With 2023 just around the corner, now is the time to take inventory and review your estate plan to make sure it reflects your current circumstances and wishes.
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