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Crisis Makes Estate Planning More Urgent

Christine Benz outlines must-have documents for your estate plan.

Editor’s note: Read the latest on how the coronavirus is rattling the markets and what investors can do to navigate it.

Susan Dziubinski: Hi, I'm Susan Dziubinski with Morningstar. Creating or updating our estate plans very often falls to the bottom of the to-do list. However, Morningstar's director of personal finance, Christine Benz, suggests that we use this crisis as a reason to look at our documents and make sure everything is in place that we need. Today we're going to talk about a few key issues that should be top of mind.