{"id":1160,"date":"2022-04-27T09:44:10","date_gmt":"2022-04-27T09:44:10","guid":{"rendered":"https:\/\/staging.jillteam.com\/blog\/?p=1160"},"modified":"2025-05-19T07:13:17","modified_gmt":"2025-05-19T07:13:17","slug":"important-estate-planning-tasks-not-to-be-skipped","status":"publish","type":"post","link":"https:\/\/staging.jillteam.com\/blog\/important-estate-planning-tasks-not-to-be-skipped\/","title":{"rendered":"Important Estate Planning Tasks Not to Be Skipped"},"content":{"rendered":"

Even if you are not liable to pay the estate tax applied to estates with values that exceed the legal exclusion limit, skipping estate planning tasks can prove counterproductive.<\/p>\n

<\/h4>\n

Following are some important estate planning tasks for everyone to consider.<\/p>\n

<\/h4>\n

Review the beneficiaries in your financial accounts <\/strong><\/p>\n

Ensure that the beneficiary designation forms for your financial accounts (e.g., life insurance or 401(k) plan) are properly checked; they override any other estate planning documents. Take special care to keep them up to date.<\/p>\n

<\/h4>\n

Ensure that two wills are created<\/strong><\/p>\n

You must create a \u201cliving will\u201d and a \u201clast will and testament.\u201d The living will enables you to indicate the way that you want to be looked after, in case expressing your wishes becomes impossible for you. The last will and testament indicates the way in which your assets will be distributed after your death.<\/p>\n

<\/h4>\n

Guardian designation for your children<\/strong><\/p>\n

It is desirable to nominate a guardian to look after your children, should you ever become unable to do so.<\/p>\n

<\/h4>\n

Nominate an executor<\/strong><\/p>\n

A very important estate planning task is nominating an executor. After your demise an executor ensures that the distribution of your assets is completed according to your will. A family member or a professional, like a bank trust officer, can be nominated to fulfill this responsibility. Ensure that when you nominate your executor, (s)he is informed about and agrees to it.<\/p>\n

<\/h4>\n

If you need guidance of an expert with regard to important estate planning tasks, feel free to contact<\/a> us. We will be more than happy to help you.<\/p>\n","protected":false},"excerpt":{"rendered":"

Even if you are not liable to pay the estate tax applied to estates with values that exceed the legal exclusion limit, skipping estate planning tasks can prove counterproductive. Following are some important estate planning tasks for everyone to consider. Review the beneficiaries in your financial accounts Ensure that the beneficiary designation forms for your […]<\/p>\n","protected":false},"author":1,"featured_media":1162,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[128],"tags":[],"class_list":["post-1160","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-articles"],"acf":[],"yoast_head":"\nImportant Estate Planning Tasks Not to Be Skipped<\/title>\n<meta name=\"description\" content=\"Listed here are some important estate planning tasks for everyone to consider.\" \/>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Important Estate Planning Tasks Not to Be Skipped\" \/>\n<meta property=\"og:description\" content=\"Listed here are some important estate planning tasks for everyone to consider.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/staging.jillteam.com\/blog\/important-estate-planning-tasks-not-to-be-skipped\/\" \/>\n<meta property=\"og:site_name\" content=\"Jill Aldineh Team\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/teamjill1\/\" \/>\n<meta property=\"article:published_time\" content=\"2022-04-27T09:44:10+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-05-19T07:13:17+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/staging.jillteam.com\/blog\/wp-content\/uploads\/2022\/04\/AdobeStock_320919518.jpeg\" \/>\n\t<meta property=\"og:image:width\" content=\"1024\" \/>\n\t<meta property=\"og:image:height\" content=\"684\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Jill Aldineh Team\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@JillAldineh\" \/>\n<meta name=\"twitter:site\" content=\"@JillAldineh\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Jill Aldineh Team\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/staging.jillteam.com\\\/blog\\\/important-estate-planning-tasks-not-to-be-skipped\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/staging.jillteam.com\\\/blog\\\/important-estate-planning-tasks-not-to-be-skipped\\\/\"},\"author\":{\"name\":\"Jill Aldineh Team\",\"@id\":\"https:\\\/\\\/staging.jillteam.com\\\/blog\\\/#\\\/schema\\\/person\\\/34fd9baafabab1c52dd277ac96c18958\"},\"headline\":\"Important Estate Planning Tasks Not to Be Skipped\",\"datePublished\":\"2022-04-27T09:44:10+00:00\",\"dateModified\":\"2025-05-19T07:13:17+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/staging.jillteam.com\\\/blog\\\/important-estate-planning-tasks-not-to-be-skipped\\\/\"},\"wordCount\":270,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/staging.jillteam.com\\\/blog\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/staging.jillteam.com\\\/blog\\\/important-estate-planning-tasks-not-to-be-skipped\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/staging.jillteam.com\\\/blog\\\/wp-content\\\/uploads\\\/2022\\\/04\\\/AdobeStock_320919518.jpeg\",\"articleSection\":[\"Articles\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/staging.jillteam.com\\\/blog\\\/important-estate-planning-tasks-not-to-be-skipped\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/staging.jillteam.com\\\/blog\\\/important-estate-planning-tasks-not-to-be-skipped\\\/\",\"url\":\"https:\\\/\\\/staging.jillteam.com\\\/blog\\\/important-estate-planning-tasks-not-to-be-skipped\\\/\",\"name\":\"Important Estate Planning Tasks Not to Be Skipped\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/staging.jillteam.com\\\/blog\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/staging.jillteam.com\\\/blog\\\/important-estate-planning-tasks-not-to-be-skipped\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/staging.jillteam.com\\\/blog\\\/important-estate-planning-tasks-not-to-be-skipped\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/staging.jillteam.com\\\/blog\\\/wp-content\\\/uploads\\\/2022\\\/04\\\/AdobeStock_320919518.jpeg\",\"datePublished\":\"2022-04-27T09:44:10+00:00\",\"dateModified\":\"2025-05-19T07:13:17+00:00\",\"description\":\"Listed here are some important estate planning tasks for everyone to consider.\",\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/staging.jillteam.com\\\/blog\\\/important-estate-planning-tasks-not-to-be-skipped\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/staging.jillteam.com\\\/blog\\\/important-estate-planning-tasks-not-to-be-skipped\\\/#primaryimage\",\"url\":\"https:\\\/\\\/staging.jillteam.com\\\/blog\\\/wp-content\\\/uploads\\\/2022\\\/04\\\/AdobeStock_320919518.jpeg\",\"contentUrl\":\"https:\\\/\\\/staging.jillteam.com\\\/blog\\\/wp-content\\\/uploads\\\/2022\\\/04\\\/AdobeStock_320919518.jpeg\",\"width\":1024,\"height\":684,\"caption\":\"Important estate planning tasks\"},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/staging.jillteam.com\\\/blog\\\/#website\",\"url\":\"https:\\\/\\\/staging.jillteam.com\\\/blog\\\/\",\"name\":\"Jill Aldineh Team\",\"description\":\"\",\"publisher\":{\"@id\":\"https:\\\/\\\/staging.jillteam.com\\\/blog\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/staging.jillteam.com\\\/blog\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/staging.jillteam.com\\\/blog\\\/#organization\",\"name\":\"Jill Aldineh Team\",\"url\":\"https:\\\/\\\/staging.jillteam.com\\\/blog\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/staging.jillteam.com\\\/blog\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/staging.jillteam.com\\\/blog\\\/wp-content\\\/uploads\\\/2026\\\/01\\\/1logo.png\",\"contentUrl\":\"https:\\\/\\\/staging.jillteam.com\\\/blog\\\/wp-content\\\/uploads\\\/2026\\\/01\\\/1logo.png\",\"width\":235,\"height\":100,\"caption\":\"Jill Aldineh Team\"},\"image\":{\"@id\":\"https:\\\/\\\/staging.jillteam.com\\\/blog\\\/#\\\/schema\\\/logo\\\/image\\\/\"},\"sameAs\":[\"https:\\\/\\\/www.facebook.com\\\/teamjill1\\\/\",\"https:\\\/\\\/x.com\\\/JillAldineh\",\"https:\\\/\\\/www.instagram.com\\\/jill_team\\\/\",\"https:\\\/\\\/www.linkedin.com\\\/in\\\/jill-aldineh-a576bbbb\\\/\",\"https:\\\/\\\/www.youtube.com\\\/channel\\\/UC290Ly8qCXB92hsG2A6Gg8g\"]},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/staging.jillteam.com\\\/blog\\\/#\\\/schema\\\/person\\\/34fd9baafabab1c52dd277ac96c18958\",\"name\":\"Jill Aldineh Team\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/d671d3018c99edf31e8ad2e81c0483aaeea4940e92220900df5ed4f49aa2d356?s=96&d=mm&r=g\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/d671d3018c99edf31e8ad2e81c0483aaeea4940e92220900df5ed4f49aa2d356?s=96&d=mm&r=g\",\"contentUrl\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/d671d3018c99edf31e8ad2e81c0483aaeea4940e92220900df5ed4f49aa2d356?s=96&d=mm&r=g\",\"caption\":\"Jill Aldineh Team\"},\"sameAs\":[\"http:\\\/\\\/staging.jillteam.com\\\/blog\"]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Important Estate Planning Tasks Not to Be Skipped","description":"Listed here are some important estate planning tasks for everyone to consider.","robots":{"index":"noindex","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"og_locale":"en_US","og_type":"article","og_title":"Important Estate Planning Tasks Not to Be Skipped","og_description":"Listed here are some important estate planning tasks for everyone to consider.","og_url":"https:\/\/staging.jillteam.com\/blog\/important-estate-planning-tasks-not-to-be-skipped\/","og_site_name":"Jill Aldineh Team","article_publisher":"https:\/\/www.facebook.com\/teamjill1\/","article_published_time":"2022-04-27T09:44:10+00:00","article_modified_time":"2025-05-19T07:13:17+00:00","og_image":[{"width":1024,"height":684,"url":"https:\/\/staging.jillteam.com\/blog\/wp-content\/uploads\/2022\/04\/AdobeStock_320919518.jpeg","type":"image\/jpeg"}],"author":"Jill Aldineh Team","twitter_card":"summary_large_image","twitter_creator":"@JillAldineh","twitter_site":"@JillAldineh","twitter_misc":{"Written by":"Jill Aldineh Team","Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/staging.jillteam.com\/blog\/important-estate-planning-tasks-not-to-be-skipped\/#article","isPartOf":{"@id":"https:\/\/staging.jillteam.com\/blog\/important-estate-planning-tasks-not-to-be-skipped\/"},"author":{"name":"Jill Aldineh Team","@id":"https:\/\/staging.jillteam.com\/blog\/#\/schema\/person\/34fd9baafabab1c52dd277ac96c18958"},"headline":"Important Estate Planning Tasks Not to Be Skipped","datePublished":"2022-04-27T09:44:10+00:00","dateModified":"2025-05-19T07:13:17+00:00","mainEntityOfPage":{"@id":"https:\/\/staging.jillteam.com\/blog\/important-estate-planning-tasks-not-to-be-skipped\/"},"wordCount":270,"commentCount":0,"publisher":{"@id":"https:\/\/staging.jillteam.com\/blog\/#organization"},"image":{"@id":"https:\/\/staging.jillteam.com\/blog\/important-estate-planning-tasks-not-to-be-skipped\/#primaryimage"},"thumbnailUrl":"https:\/\/staging.jillteam.com\/blog\/wp-content\/uploads\/2022\/04\/AdobeStock_320919518.jpeg","articleSection":["Articles"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/staging.jillteam.com\/blog\/important-estate-planning-tasks-not-to-be-skipped\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/staging.jillteam.com\/blog\/important-estate-planning-tasks-not-to-be-skipped\/","url":"https:\/\/staging.jillteam.com\/blog\/important-estate-planning-tasks-not-to-be-skipped\/","name":"Important Estate Planning Tasks Not to Be Skipped","isPartOf":{"@id":"https:\/\/staging.jillteam.com\/blog\/#website"},"primaryImageOfPage":{"@id":"https:\/\/staging.jillteam.com\/blog\/important-estate-planning-tasks-not-to-be-skipped\/#primaryimage"},"image":{"@id":"https:\/\/staging.jillteam.com\/blog\/important-estate-planning-tasks-not-to-be-skipped\/#primaryimage"},"thumbnailUrl":"https:\/\/staging.jillteam.com\/blog\/wp-content\/uploads\/2022\/04\/AdobeStock_320919518.jpeg","datePublished":"2022-04-27T09:44:10+00:00","dateModified":"2025-05-19T07:13:17+00:00","description":"Listed here are some important estate planning tasks for everyone to consider.","inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/staging.jillteam.com\/blog\/important-estate-planning-tasks-not-to-be-skipped\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/staging.jillteam.com\/blog\/important-estate-planning-tasks-not-to-be-skipped\/#primaryimage","url":"https:\/\/staging.jillteam.com\/blog\/wp-content\/uploads\/2022\/04\/AdobeStock_320919518.jpeg","contentUrl":"https:\/\/staging.jillteam.com\/blog\/wp-content\/uploads\/2022\/04\/AdobeStock_320919518.jpeg","width":1024,"height":684,"caption":"Important estate planning tasks"},{"@type":"WebSite","@id":"https:\/\/staging.jillteam.com\/blog\/#website","url":"https:\/\/staging.jillteam.com\/blog\/","name":"Jill Aldineh Team","description":"","publisher":{"@id":"https:\/\/staging.jillteam.com\/blog\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/staging.jillteam.com\/blog\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/staging.jillteam.com\/blog\/#organization","name":"Jill Aldineh Team","url":"https:\/\/staging.jillteam.com\/blog\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/staging.jillteam.com\/blog\/#\/schema\/logo\/image\/","url":"https:\/\/staging.jillteam.com\/blog\/wp-content\/uploads\/2026\/01\/1logo.png","contentUrl":"https:\/\/staging.jillteam.com\/blog\/wp-content\/uploads\/2026\/01\/1logo.png","width":235,"height":100,"caption":"Jill Aldineh Team"},"image":{"@id":"https:\/\/staging.jillteam.com\/blog\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/teamjill1\/","https:\/\/x.com\/JillAldineh","https:\/\/www.instagram.com\/jill_team\/","https:\/\/www.linkedin.com\/in\/jill-aldineh-a576bbbb\/","https:\/\/www.youtube.com\/channel\/UC290Ly8qCXB92hsG2A6Gg8g"]},{"@type":"Person","@id":"https:\/\/staging.jillteam.com\/blog\/#\/schema\/person\/34fd9baafabab1c52dd277ac96c18958","name":"Jill Aldineh Team","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/secure.gravatar.com\/avatar\/d671d3018c99edf31e8ad2e81c0483aaeea4940e92220900df5ed4f49aa2d356?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/d671d3018c99edf31e8ad2e81c0483aaeea4940e92220900df5ed4f49aa2d356?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/d671d3018c99edf31e8ad2e81c0483aaeea4940e92220900df5ed4f49aa2d356?s=96&d=mm&r=g","caption":"Jill Aldineh Team"},"sameAs":["http:\/\/staging.jillteam.com\/blog"]}]}},"_links":{"self":[{"href":"https:\/\/staging.jillteam.com\/blog\/wp-json\/wp\/v2\/posts\/1160","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/staging.jillteam.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/staging.jillteam.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/staging.jillteam.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/staging.jillteam.com\/blog\/wp-json\/wp\/v2\/comments?post=1160"}],"version-history":[{"count":3,"href":"https:\/\/staging.jillteam.com\/blog\/wp-json\/wp\/v2\/posts\/1160\/revisions"}],"predecessor-version":[{"id":1164,"href":"https:\/\/staging.jillteam.com\/blog\/wp-json\/wp\/v2\/posts\/1160\/revisions\/1164"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/staging.jillteam.com\/blog\/wp-json\/wp\/v2\/media\/1162"}],"wp:attachment":[{"href":"https:\/\/staging.jillteam.com\/blog\/wp-json\/wp\/v2\/media?parent=1160"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/staging.jillteam.com\/blog\/wp-json\/wp\/v2\/categories?post=1160"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/staging.jillteam.com\/blog\/wp-json\/wp\/v2\/tags?post=1160"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}