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Investing Specialists

Get Your Estate Plan in Gear

Don't put off this important piece of the financial-planning process.

This article is part of our “Get It Done” week on Morningstar.com: All week we will feature articles and videos offering guidance on ways to help tackle those nagging items on your financial to-do list. A version of this article appeared on Jan. 25, 2013.

When Ginnie and Alan wrote me to request a portfolio makeover, they were feeling nervous about their portfolio's ability to last through what they hoped would be a long and fruitful retirement. But this couple wasn't thinking only about themselves. As parents of a daughter with special needs, they were seeking guidance on what to do to ensure that their child would be able to remain independent and have enough money to cover her needs. Their 20-something daughter was employed and living on her own nearby, but she relied on them for ongoing financial support.

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