Financial Literacy, month 11: Planning for your heirs

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Financial Literacy - Planning for your heirs

TABLE OF CONTENTS

Planning for your heirs

Estate planning is something we tend to put off indefinitely, but it's an act of love.



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PART 11:	Planning for your loved ones

Don't give your family more grief than they can handle. Make it a priority to organize your financial affairs.

Overview

•	What you need to know about wills
•	Components of an estate plan
•	Trusts can save time and money
•	8 types of trusts for everyday people

Take action:

•	8 ways to leave a mess for your heirs
•	Accidental disinheritance a common problem
•	Tricks to keeping life insurance in force

Spotlight

•	Suze Orman likes revocable living trusts
•	Cass Warner shares her family's legacy
•	Ted Kurlowicz says you should see a pro
•	Celebrities discuss their future plans

Poll

•	Poll: Americans don't act on convictions
•	Take our online poll: Is a will vital?

Money Makeover

•	Problem: Woman faces life event
•	Plan: She gets help to gear up for the future

Tools & resources

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Tools and resources

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