Create a More Effective Estate Plan: Tips & Best Practices

Kiplinger
By David Rodeck
January 6th, 2025

7 Estate Planning Best Practices: These tips can help you avoid common trouble spots and create a more effective plan.

1. Have backups for different roles 
2. Communicate with your loved ones
3. Check your state’s laws
4. Remember your pets
5. Share with health care providers
6. Don’t forget to put assets in your trust
7. Review and update regularly

Find out how to create a more effective estate plan and avoid common mistakes by following these seven best practices…

If you have significant assets, or if you have children from multiple marriages, there are more estate planning land­mines to watch out for.

Bruce Tannahill, Estate Planning, MassMutual