14 Rapid-Fire Estate Planning Tips

There’s a lot to keep up with when estate planning. These tips could help, from updating beneficiaries after changing your plan to understanding will-substitute options like transfer on death.

An older couple talk with another woman at a table while looking at paperwork.
(Image credit: Getty Images)

Have you ever attended a conference in which a panel took turns pronouncing tips for best practices or “life hacks” to improve your lifestyle or finances? Well, this article is a smorgasbord of 14 tips you should find useful in understanding or revising your estate planning and in your relationships with your trustee, estate planner, accounting firm and other advisers.

Tip 1

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Timothy Barrett, Trust Counsel
Senior Vice President, Argent Trust Company

Timothy Barrett is a Senior Vice President and Trust Counsel with Argent Trust Company. Timothy is a graduate of the Louis D. Brandeis School of Law, past Officer of the Metro Louisville Estate Planning Council and the Estate Planning Council of Southern Indiana, Member of the Louisville, Kentucky, and Indiana Bar Associations, and the University of Kentucky Estate Planning Institute Committee.