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It’s important for you to answer various questions regarding your assets and how you plan to divide them up among your heirs and other interests. Consider the following questions:
Who are your heirs and beneficiaries?
What are your medical care preferences?
Do you want to donate to charity?
Such questions are a great way to start creating a legacy plan that works for you and help you identify precisely what you need to include as part of your plan. Once you have a general sense of what you want, you’ll need to talk to a professional. From there, you can craft a customized legacy plan that takes into consideration your financial plan and your wishes.
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