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Six Major Assets to Include in an Estate Plan

February 20, 2020 Posted In Estate Planning

What Assets Should Be Included in an Estate Plan? The first thing that may need to be done is to take inventory of your major assets. Understanding what these are can be important to appropriately preserve them for the future and your beneficiaries. For most people, the major assets to include in estate plans are:…

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John Phillips has now gone to JR Phillips & Assoc. PC.  Justin Blow, Denise Husa, and Lexus Bohan are now with Colorado Estate Matters and can be reached below.