Estate Planning: Creating a legally binding plan to distribute your assets after your death provides you with the peace of mind that your wishes will be carried out as you desire.  But, to accomplish this, it is crucial that your estate plan meets both Federal and your state’s legal requirements to ensure your final wishes are honored.

We think you should seek expert help from an estate-planning attorney. And, we think you can have a more productive session with your attorney if you do some prep work. Here are seven guidelines to do your prep work.  Estate Planning Guidelines.   (pdf)