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Estate Planning Basics: A 7-Step Checklist

Posted by David W. Veliz | Sep 07, 2018 | 0 Comments

Estate planning is the process of designating who will receive your assets and handle your responsibilities after your death or incapacitation. The goal is to make sure your beneficiaries receive these things in the most cost-effective way possible.

Follow the 7-step checklist to make sure your estate planning is the most effective.

  1. Take Inventory
  2. Account for your family
  3. Establish your directives
  4. Review your beneficiaries
  5. Note your state's laws
  6. Weigh the value of professional help
  7. Plan to reassess

Read the full article by Kay Bell at nerdwallet to make sure your estate plans are on track. It's difficult going through the estate planning process alone. Contact David Veliz at Veliz Katz Law, we're here for you so you don't have to go through it alone.

About the Author

David W. Veliz

David is the managing partner of Veliz Katz Law centrally located in downtown Orlando, Florida. He has been providing a broad range of legal services to clients in the Central Florida area for over 29 years. David is a Florida native, having grown up in the Orlando area and is a graduate of Winter Park Hi...


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