3 keys to estate planning

Estate planning is one of those things you know you need to do but keep putting off. You’ll find this task easier by breaking it down into three essentials: organizing your financial information, communicating your plans and, of course, taking action.

Simple mention of the words estate planning conjures a variety of emotions: worry, fear and sadness, to name a few. These negative emotions, combined with the ever-increasing demands on our time, make estate planning an easy topic to defer. We tell ourselves we can get organized later, when things finally calm down. […}