Nine Important Estate Planning Steps
Your estate plan can have an impact that reaches beyond financial issues and your lifestyle to include your family. Estate planning involves many complex concepts that are regulated by varying state laws as well as federal law. As you begin to consider what kind of legacy you would like to leave your loved ones, be sure to seek insight from your team of professionals, including an estate planning specialist and tax attorney. To help you begin thinking about estate planning basics, MFS® has created a list of nine important steps that you may want to consider as you start on your overall estate plans.
