![]() Homes, other real estate, collectibles (antiques, art, or coins), vehicles, and other personal possessions are common tangible assets included in an estate. Your estate includes both tangible and intangible assets. Here's a checklist of the essentials to get you started: 1.Create a list of assets Speak with licensed estate planning advisor BOOK MY CALL Estate Planning ChecklistĬreating estate plan may appear difficult, but it doesn't have to be. The provision for a financially irresponsible family member also reduces the probate fees and estate taxes upon death.
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