Broker Check

Estate Planning

Estate planning remains one of the best ways you can protect yourself and your loved ones. With proper techniques and planning, you can help ensure that you're remembered for the impact you had on your community while saving your family from much of the heartache and hurt feelings that can arise with dividing up estates and making financial decisions.

It's also important to be prepared in the event of an accident or other medical emergency. In addition to medical power of attorney and a living will, which spell out what medical treatments you wish to have in the event of an emergency and who will speak for you, you should prepare a will and a financial power of attorney.

Below, we've provided several resources to help you research estate planning and tools available to help you plan ahead.

Understanding Your Estate: Critical Elements of an Estate Strategy

Establishing an estate strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.