Your investment portfolio and other property assets are simply your evolving estate - Personal Financial Planning > Financia... Your investment portfolio and other property assets are simply your evolving estate - Personal Financial Planning > Financial Decision Rules - Financial Articles, Your investment portfolio and other property could become your estate at any time. As you proceed through life and become more successful financially, you need to monitor the size and trajectory of your potential estate assets. In particular, if you have responsibilities to others, you need to prepare appropriately for the day when your valuable assets become your estate. Prepare for your demise in advance. For the sake of your family, find a good estate lawyer sooner rather than when it is too late. in Public bookmarkswith assetsestateevolvinginvestmentpersonalportfoliopropertysimply