Estate Plans Are for Everyone
There’s a common misconception that estate planning is only for the uber-wealthy, but the truth is that estate plans are for everyone. Anyone who owns property — home, car, bank account, 401(k), collectibles, family heirlooms, etc. — needs an estate plan.
Get your copy of this complimentary estate planning guide to learn how to:
- Create a valid and up-to-date will
- Detail your wishes regarding end-of-life scenarios
- Establish powers of attorney so a trusted person can legally handle your financial and medical concerns
- Tax protections that can preserve your assets for your beneficiaries
- Specific trusts or other clauses to protect assets, direct benefits, and more