What Issues Should I Consider Before I Update My Estate Plan?
![[Checklists and Flow Charts] - What Issues Should I Consider Before I Update My Estate Plan? | The Retirement Planning Group](https://www.planningretirements.com/wp-content/uploads/2020/10/Update-My-Estate-Plan-600x400-1.png "[Checklists and Flow Charts] - What Issues Should I Consider Before I Update My Estate Plan? | The Retirement Planning Group")
This checklist covers 18 of the most important planning issues to identify and consider before updating your estate plan.
It’s structured as follows:
- Beneficiary & Fiduciary Issues
- Assets & Property Related Issues
- Minors & Children Related Issues
- Other Issues