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Health & Fitness

Manny Sarris Top 10 Estate Planning Basics

Manny Sarris, Neighbor

Top 10 Estate Planning Basics by Manny Sarris

  1. Decide on Recipients and Beneficiaries
  2. Power of Attorney
  3. A child plan
  4. Life Insurance Plan
  5. Financial Organization
  6. Professional Estate Planner
  7. Draft a Will
  8. What type of Trust? Revocable, Discretionary, or Irrevocable
  9. Seek professional advice
  10. ACTION

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