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What Are Your Goals?

Sometimes It’s About Who You Are, Not What You Have

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Abstract

You need to start with the end in mind. Who do you want to have your stuff if you get hit by a bus? When should they have it? In this chapter, I talk about the top-level questions you need to be asking yourself to either develop an estate plan or makes sure your existing plan is still working for you.

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© 2013 Deirdre R. Wheatley-Liss

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Wheatley-Liss, D.R. (2013). What Are Your Goals?. In: Plan Your Own Estate. Apress, Berkeley, CA. https://doi.org/10.1007/978-1-4302-4495-0_2

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