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Episode 209: Why You Need An Estate Planning Checklist
Today on ThinkSmart, Senior Financial Advisors Rob McClelland and Mike Connon will walk you step-by-step through an estate planning checklist. You will learn the best practices for ensuring the future of your estate and the importance of having one in place.\xa0\nKey points:(02:33): Best practices for wills and executors(05:30): Charitable giving(05:58): Best practices for power\xa0of attorney(07:55): Best practices for beneficiaries(09:20): What are the benefits of a successor annuitant?(10:34): How do we recommend you handle life insurance policies?(17:22): How to deal with the house and the cottage