THE DO There are seven Do’s in this section: 1. Fill out or check those beneficiary forms. 2. Think about guardianship for minor children and/or a special needs family member. 3. Write a will. 4. Deal with your advance directives: a living will and durable power of attorney. 5. Think about and document your long-term care plan. 6. Set up a (living) trust. 7. Execute and fund these plans!
