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Estate Planning Essentials

November 03, 2022
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You’ve worked hard to establish a legacy you can be proud of, one that your family can continue to build upon for years to come. And as you know, a comprehensive estate plan is an essential piece of your financial puzzle. However, estate planning can sometimes feel overwhelming, with attorneys, wills, trusts, and other complicated legal hurdles. It doesn’t have to be complicated, though.

Typically, those leaving an inheritance want to make sure their heirs use the funds responsibly, which takes some advanced planning. But estate planning is more than just who gets what. It’s also about communicating your end-of-life wishes and how those wishes need to play out. And let’s not forget about seeking to minimize the tax burden on your heirs - - that also takes preparation. There are many moving parts to consider and address.

The attached document, A Go-To Guide for Estate Planning Basics, is an in-depth, comprehensive, and consolidated resource guide that gives you actionable concepts and strategies to implement. It can help you re-confirm the pieces you already have in place, as well as identify possible gaps. 

As with most complex financial objectives, it’s often easier to accomplish when your wealth advisor is involved. That’s what we are here for!