Plan for the road ahead and secure your financial future.
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