Estate Planning Guidebook
Plan for the Future
Estate planning is the process of arranging for end-of-life situations. Taking your entire financial picture into account, having a proper estate plan serves as a guide for your loved ones after your passing. Navigating the estate and legacy planning world can be tricky and challenging. To help avoid errors and complications, we have assembled a comprehensive estate planning guide to aid in your planning and prepare you to meet with an advisor.
- Naming Beneficiaries
- Power of Attorney Designations
- Probate Process
- Creating Your Estate Plan
- Preparing for Your Consultation