

- The onUp Challenge
Log In | Sign Up
- What it's all about
- Values Challenge
-
Confidence Clearing: Start your savings1
-
Organization Oasis: Build your budget2
-
Lender's Ledge: Scale past your debt3
-
Risky River: Create your safety nets4
-
Wealth Waterfall: Invest for your future5
-
Home Buying Hollow: Manage your home6
-
Happiness Heights: Harness your potential7
- Need help? Send us an email.
You might be thinking, “I don’t have enough money or assets to have an estate plan.” That’s just not true. If you own things, then you have assets, and that’s enough to need an estate plan. Think of it as a game plan for your values, putting you in charge of what matters most. Here are a few things that should be part of your estate plan: A will is one part of how your valued assets can be distributed. Similar delegation can apply to your property and finances. Make sure someone who knows your intentions is holding the reins, and be sure to keep all beneficiaries up to date. After all, beneficiaries take precedence over heirs named in a will, even if the will is newer. If you can’t make your own health-related decisions, you can assign those decisions to someone you trust. If you have a business, you want your interests in writing, so make sure your plan is comprehensive. Remember: This list is really just a snapshot. Consider reaching out to an advisor or an estate planning attorney to make sure you have everything in place.