Estate Planning

ESTATE PLANNING

Why you should consider an estate strategy

Estate planning is important for everyone, not just the wealthy. It’s about protecting and providing for you and your family, much more so than just money or taxes. The right kind of plan allows you to maintain control of your assets during your lifetime, plan for your disability, then give what you have to whom you want, when you want and in the way you want.

Additional Links and Resources

• Estate Management Checklist - Is your estate in order? This short quiz may help you assess your overall strategy.
  
  
• Test your estate strategy knowledge - How well do you know the fundamentals of estate management? Take our short quiz and see.
  
  
• A bucket plan to go with your bucket list - This video can show you to be better prepared for a comfortable retirement.