Your assets will be distributed according to the terms outlined in your estate plan, which may include wills, trusts, and beneficiary designations.
By creating a comprehensive estate plan that includes provisions for financial support, healthcare directives, and guardianship arrangements, you can ensure your family's well-being.
Begin by identifying the charities and then work with your estate planner to include charitable bequests in your will or establish a charitable trust.
Establish an estate plan that includes life insurance, a will, trusts, and powers of attorney to safeguard your family's future.
Appoint an executor or trustee in your estate plan who will be legally responsible for ensuring your wishes are fulfilled.
You deserve peace of mind that you’re on the right track—and in the hands of a team who deeply cares.
You want to feel confident your wishes are respected and your loved ones are protected. Start your estate planning today and set yourself up for success.
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