5 Things You Didn’t Know About Estate Planning – 259

Estate planning tends to get treated like something you only worry about after you’re gone. But the truth is that some of the most important parts of an estate plan are the documents and decisions that matter while you’re still alive.

Think about this: Would your family be able to act on your behalf if you became incapacitated? Do you know which of your assets would actually follow your will and which would pass by beneficiary designation or title instead? Could probate delay things, make your affairs public, or create unnecessary costs? And if you have a trust, have you actually funded it so it can do the job it was created to do?

Learn all about the top 5 things you didn’t know about estate planning with podcast host Johnny Dean and Rick “The Professor” Plum, CFP® on this week’s episode of Managing Your Financial Future!