26 Aug Estate Plan Basics with Bill Sefton – CREPN #55
All investors work to accumulate assets. When you are no longer able to take care of your affairs, who will? If you have an Estate Plan, it can eliminate the guess work and make the settlement of your assets a simple matter. A well executed plan can prevent the end of your life from being horrible mess. [x_audio_embed][/x_audio_embed] SUBSCRIBE: iTunes Stitcher Thinking about the world without you in it is something that most people would rather not invest too much time in. It is a morbid thought that reminds us that our time here is finite. Regardless, the end is unavoidable. I had the pleasure of speaking with Bill Sefton, CPA. His practice focuses on working with high net worth individuals who want an estate plan.
3 Easy Steps to Establish Your Estate Plan
- WHO: Determine who you want to handle your affairs when you are no longer able.
- WHAT: Identify the assets in your estate; bank accounts, IRA’s, property, etc.
- HOW: Decide how do you want your assets distributed.