Did you know that nearly two thirds of Americans haven't even done basic estate planning?

There is often a mountain of paperwork that needs to be dealt with when a loved one passes away. Did you know that you have to file taxes for someone after they die? Or pay their bills on time to avoid penalties?

You can remove a lot of the burden on your family by taking these simple steps:

Update the contact and beneficiary information on all of your important accounts (retirement, investment, insurances), then set a calendar reminder to check it yearly for accuracy.
Take inventory of all your assets and expenses and keep them in a safe place with your important documents.
Complete an Advance Health Care Directive with your desired medical and end-of-life instructions.
Select someone to serve as executor or trustee to oversee your estate.
Review your assets and medical wishes with your executor or trustee and then store the information somewhere secure.

Call The Family Formation Law Center for a complimentary review of your current estate plan and a discussion of your needs 310-598-6428.