When you think of your legacy, what comes to mind? Whatever you envision, having an estate plan will make a significant difference in ensuring that the assets you worked so hard to build over your lifetime have your desired impact. Read More about Make Your Legacy Count
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?
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 PlanningIncorporate 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.
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.
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