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Estate Planning

Why is Estate Planning Important?

Understanding Estate Planning

Understanding Estate Planning

Effective estate planning enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

Estate Planning Refers to:

  • Growing Assets 
  • Protecting Assets
  • Transferring Assets
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Things to Think About When Preparing for Estate Planning Success

  • The growth of an estate can involve the use of a qualified financial advisor as a fiduciary
  • Life insurance can be used to transfer wealth to heirs in an estate.
  • Protecting assets in case of a protracted illness or accident
  • Choosing guardians for children and ensuring their financial needs are met
  • A trust can provide care and support for children, a spouse and pets after one passes

Check Out Our Estate Planning Checklist