Make sure they have what they need to settle your estate
Important Papers to Get Organized for Your Heirs
interview by Gary Foreman
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Estate Planning for the Soon to Be Retired
Choosing Beneficiaries for Your Retirement Plans
Should You Use a Financial Planner for Retirement Planning?
When it comes to estate planning, if want to ensure your estate goes to whom you'd like it to go to after you have passed, you need to make sure you have the proper documentation organized and accessible to your heirs. In this Dollar Stretcher Interview, financial planner Michelle Perry Higgins explains the importance of assembling your important papers, the documents you should inventory, and the difficulty your family could face trying to settle your estate if these documents are not accessible to them.
Michelle Perry Higgins is a Financial Planner and Principal of California Financial Advisors in San Ramon. Since 1996 she has built a successful practice advising executive professionals into retirement. She has appeared on CNBC and CBS, quoted in Yahoo! Finance, MSN Money, The Los Angeles Times, Examiner.com and is a Wall Street Journal Expert Panelist. Michelle is on the internet at MichellePerryHiggins.com.
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