The Fundamentals of Estate Planning
A comprehensive estate plan empowers you to:
If you do not have a will when you pass away, your state’s court system will decide who your heirs are and how much each receives.
Of US Adults Do Not Have A Will
Of US Adults Have Not Named A Healthcare POA Or Proxy
Get to know these important estate-planning tools.
A trusted advisor can simplify estate planning by coordinating the work of specialists in:
- Trusts and wills
- Charitable giving
- Investment management
- Retirement planning
- Tax strategies
- Business succession planning
- Insurance and risk management
- Borrowing and liquidity