Editor's note: This is the fifth article in a step-by-step guide for getting your financial house in order. We've already brought you information on compiling your net worth statement, reviewing asset titling and beneficiary designations, the importance of powers of attorney and wills, trusts and related documents. For October, we're addressing how to talk to your agents, beneficiaries and other relevant parties about their roles and responsibilities.
Getting your estate plan and financial house in order is a major accomplishment, but it doesn't end when the documents are signed.
