Estate planning is a continual process of designating how your assets will be distributed and selecting key individuals for important roles. Here are steps to get through the initial process and to ensure your estate plan is up-to-date.
Putting together an estate plan can feel overwhelming, but it's an integral part of seeing your final wishes through. Take time to sort through each of these items with your financial advisor to help keep your estate and your loved ones well-organized and prepared.
Your legacy is important for both you and your family, so don't wait until the last minute to strategize. Here are 6 ways to avoid common estate planning mistakes.
Many people don't understand what probate is, and that isn’t necessarily a bad thing. Probate is the legal process by which a will is validated. If there’s no will, it’s the legal process of settling a person’s affairs.
If you’ve been putting off your estate planning, taking the initial steps can be daunting—but liberating. So, let’s get started today, one hurdle at a time.