COUNTRYSIDE FOREVER FOUNDATION
Here are more ideas as you think through the estate planning process.
Write a letter of instruction to your executor or trustee.
Dispositive provisions or wills or trusts are simplified (and less subject to change) if you write a letter to your executor or trustee explaining how you wish to dispose of tangible, non-business related assets (like family heirlooms, jewelry, and collectibles).
Follow through.
Once your estate planning documents are completed, be sure to title your assets to conform with the plan.
Store safely.
Be sure to store the original documents in a safe place, like a bank safety deposit box. Be sure a trusted person has signature power of authority to access the location and knows what documents are there.
Review your plan regularly.
Stuff happens. Things change. Remember to review your documents every year to be certain they continue to reflect your wishes.
if you have any questions please contact a member of CFF board listed below:
Stu Entz, Doug Flair, Missy Hiestand, Deb Larson, Jim Reardon. Ed Shamburg, Terry Wages, Gerald Meyer or Byron Schlosser.
