Estate Planning | For Property Owners of All Ages
Myth: Estate planning is for the wealthy.
Truth: Estate planning is for everyone and may even be more important for smaller estates.
Estate planning maps out how you want your personal and financial affairs to be handled in the future and ensures that your family’s needs will be taken care of, making an estate plan a critical part of your overall financial plan.
Learn these estate planning basics:
- Why you need an estate plan
- Strategies to plan for incapacity, including special healthcare instructions
- Wills, trusts, and life insurance
- Key tax basics, including federal gift, estate, and transfer taxes