![]() ![]() We offer customizable and state-specific templates for creating a last will and testament, health care directive and living will, and financial power of attorney from the comfort of your own home. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest. You can also use FindLaw’s estate planning tools and forms to easily create some of the important documents included in the checklist. There are no guarantees that working with an adviser will yield positive returns. Ted is extremely knowledgable and skilled in the areas of estate planning, wealth preservation, and asset protection. Gather statements of retirement accounts, including 401 (k)s and IRAs and ensure that proper beneficiary designations are in place. Working with an adviser may come with potential downsides such as payment of fees (which will reduce returns). The first step of estate planning is taking stock of your assets: Gather statements of investments, such as stocks, bonds and CDs. All investing involves risk, including loss of principal. This is not an offer to buy or sell any security or interest. We do not manage client funds or hold custody of assets, we help users connect with relevant financial advisors. SmartAsset does not review the ongoing performance of any RIA/IAR, participate in the management of any user’s account by an RIA/IAR or provide advice regarding specific investments. Guidelines for having The Talk with your parents about Estate Planning. This talk will make you want to start your own 30-day experiment-and it can make a real difference in your life. SmartAsset’s services are limited to referring users to third party registered investment advisers and/or investment adviser representatives (“RIA/IARs”) that have elected to participate in our matching platform based on information gathered from users through our online questionnaire. Cutts also shares personal experiences on the impact of completing a 30-day challenge, which include improved confidence and energy. Securities and Exchange Commission as an investment adviser. SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, is registered with the U.S. ![]()
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