Mike Woods, Author at Plan for Passing On

Start Planning Early Updated: September 18, 2023 Finding a Financial Advisor/CPA and/or Attorney Start the Process Resources Alliance of Comprehensive Planners Broker Check – Financial Industry Regulatory Authority Financial/Legal End-of-Life Issues: What You Need to Know Find a CFP Professional – Certified Financial Planner Board of Standards Find a Fee-Only, Fiduciary Financial Planner – The […]

Estate Planning

Sharing Your Estate Plan

Sharing Your Estate Plan Updated: October 23, 2023 With Whom and What to Share Old-Fashioned Way Digital Estate Plans Before finalizing an estate plan, you should consider whether or not you will share it with others, and if you do, how much you are comfortable sharing. It can be difficult for some people, especially the […]