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Estate Strategies

KEY ELEMENTS OF AN ESTATE STRATEGY

  1. Will
  2. Letter of Intent 
  3. Power of Attorney
  4. Healthcare
  5. Second & Third Marriages 
  6. Guardianship Designations 
  7. Trusts
  8. List of Accounts and Passwords

Taking steps to help protect your estate is a key financial choice. With appropriate strategies, you may be able to maximize your opportunities and help manage stress and confusion for your loved ones. This whitepaper outlines critical elements worth considering when creating your own estate strategies. 

Understand Your Estate Strategies

Understand Your Estate Strategies

Taking time to create estate strategies not only helps you put your financial house in order, but may also save you money. By documenting your wishes and goals, you create a legal framework that the courts, your executor, and your loved ones can follow when settling your estate. Without these strategies in place, your family risks going through a lengthy and expensive process — which could alter any wishes you had for your legacy.1

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