Northwest Strategy Planning

The first step in estate planning is to inventory your assets and determine what you own. This includes real estate, savings, investment accounts, personal property, vehicles, and life insurance. Once you know what you have, you can start to think about who you want to inherit those assets after your death. You will also need to consider any debts and expenses that need to be paid off from your estate. This will help you determine what assets will be available for distribution to your heirs.

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