By: Andrew D. Tucker JD, CPA, CFP^®, CIMA^®

Doctors often utilize the "tragedy tune-up" process for their estate planning. After witnessing the aftermath of a woefully unprepared family following the untimely death of a friend, colleague, former classmate, or relative, they're inspired to address their own estate planning needs. Don't wait for a calamity—instead, use the following 8 steps to make sure your family is protected.

Recently, a valued client, a general dentist in his mid-50s, died of a sudden heart attack while attending a CE meeting. Fortunately, his estate planning was in excellent order. His wife knew exactly who to call and...