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- Estate Planning
Don't leave your loved ones guessing
An estate plan can help reduce stress and eliminate the guesswork.
Protecting Your Wishes
When you plan for the future of your estate, you are assisting your loved ones in carrying out your final wishes without indecision or speculation. In the simplest terms, your estate plan is a blueprint that outlines what you would like to happen with your home and assets when you are gone. An estate plan has the ability to help increase communication with family members and help ensure you wishes are carried out smoothly.
Where to Begin
Your estate plan often begins with a financial plan you draft with your financial advisor. During the planning process, your advisor may suggest you work with an attorney to draft a handful of important documents that will make decision-making easier for your loved ones. Examples might include financial and medical powers of attorney to allow another individual to make decisions for you if you become too impaired, guardianship documents to designate caretakers for your minor children and a will to outline what you’d like to have happen to your assets after your death.
We’ll also share tools like our Journal of Wishes and Records, which can be a central resource with information on other estate planning documents.
Get Started Today!
Protect your wealth and create the legacy you’ve envisioned. Whether your goals are already set or you still need help laying the groundwork, we have you covered. We’ll help you align your estate strategy with your larger financial plan.