Guidelines to Consider When Writing a Will

There are four "P's" of estate planning:

1. People: Consider all the people who are important to you and for whom you'd like to provide. This might include your spouse, children, relatives and friends.
2. Property: Consider all property that you own including bank accounts, real estate, stocks, bonds, life insurance, pension plans and personal property.
3. Plans: Ask yourself how you'd like to provide for the people in your life, and how you can make this happen. Will the people who are important to you be provided for in the future? Will you have enough income to manage during your retirement years?
4. Planners: Who are the people who will help you with your financial goals? Consider attorneys, accountants, bank trust officers, stock brokers and insurance agents to help you meet your financial goals.

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