What Key Estate Planning Tools Should I Know About?

Estate Planning Tip

Keep all your important financial and legal information in a central file for your executor. Be sure to include:
  • letters of last instructions
  • medical records
  • bank/brokerage statements
  • income and gift tax returns
  • insurance policies
  • titles and deeds
  • will and trust documents


The information in this article is not intended to be tax or legal advice, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek tax or legal advice from an independent professional advisor. The content is derived from sources believed to be accurate. Neither the information presented nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. This material was written and prepared by Emerald. © 2014 Emerald Connect, LLC

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