Close

    8 Steps That Will Make Life Easier for Your Heirs

    by Deborah H. Levenson

    8 Steps That Will Make Life Easier For Your Heirs Splash image

    Many people spend a great deal of time and effort planning their financial legacy. They work hard to develop and implement estate and philanthropic plans to minimize taxes and maximize the positive impact on their beneficiaries.

    However, they often skip some very basic steps that can lead to real administrative hassles for their heirs, hitting right at a time of great stress.

    This article describes eight basic steps you can take at any age to try to make life easier for those you leave behind.

    ...To continue reading this article you must be registered with AAII.

    Gain exclusive access to this article and all of the member benefits and investment education AAII offers.
    JOIN TODAY for just $29.
    Log in
    Already registered with AAII? Login to read the rest of this article.

    Register for FREE
    to read this article and receive access to future AAII.com articles.
      
    → Deborah H. Levenson