June 25, 2024
Extension Updates
Beginning the Estate Planning Process: Overview. MF3467. Renae Riedy. No matter how large or small your net worth, everybody needs an estate plan. This overview outlines the steps to developing an estate plan.
Beginning the Estate Planning Process: Estate Planning Terms. MF3468. Renae Riedy. Becoming familiar with the terms used in estate planning helps the process go smoothly.
Checklist for After a Death. MF3699. Renae Riedy. Having a basic checklist following the death of a loved one can help family members and executors navigate the process during a challenging time. This is not an exhaustive list, and circumstances vary for each individual.