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Content with Learn and Plan Categories Estate Planning .

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7 items that should be on your estate planning list

Friday 12 June 2020 | Reading Time: 4 minutes

Estate Planning

Estate planning is an important process for designating who will receive your assets when you pass away. But it’s also about making certain your family members and other beneficiaries have access to your assets. To ensure your beneficiaries can cost-effectively receive your money and possessions, you should create a checklist of tasks to complete.

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Sammons Financial℠ is the marketing name for Sammons® Financial Group, Inc.’s member companies, including Midland National® Life Insurance Company. Annuities and life insurance are issued by, and product guarantees are solely the responsibility of, Midland National Life Insurance Company.