A Homeowner’s Estate Planning Checklist: Protecting The Property You Leave Behind

Today, we’ll look at a reliable estate planning checklist. For many families, a home is one of the largest assets included in an estate. Yet deciding who should inherit the property is only part of the planning process. Homeowners also need to consider how title is held, what happens to an outstanding mortgage, who can manage the property during incapacity, and whether other financial accounts support the same plan. 

Photo of a woman working from her couch with a laptop and papers - A Homeowner's Estate Planning Checklist: Protecting The Property You Leave Behind
A solid estate planning checklist can help you move towards a more secure future. | Photo: Microsoft Stock Images
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