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Know Yourself

Making thoughtful plans about your estate can give you great peace of mind. Begin by answering two essential questions: What do you value most? And how would you like to share your wealth with future generations?

Account for Your Family's Needs

Your estate plan should take care of your family, your legacy and you. Factor in long-term care plans and medical decisions. A trust for your heirs may provide asset protection, reduced taxes and professional management.

Begin With Financial Planning

Protect What You Value

Incorporate risk management in your estate planning. Insurance can play a key role protecting your estate including the preservation of an income stream, protection of family assets, funding for estate taxes and care for dependents with special needs.

Grow, Protect and Transfer Your Legacy

Assess wealth transfer tools before determining the right approach for your estate goals. Your legacy depends on strategies that transfer wealth to the next generation and to your charitable causes. You're also aligning your family around a common vision and values.

Assess Your Estate Plan
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This information is general in nature and is not intended to be legal, tax, or financial advice. Although Regions believes this information to be accurate, it cannot ensure that it will remain up to date. Statements or opinions of individuals referenced herein are their own—not Regions'. Consult an appropriate professional concerning your specific situation and irs.gov for current tax rules. Regions, the Regions logo, and the LifeGreen bike are registered trademarks of Regions Bank. The LifeGreen color is a trademark of Regions Bank.

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