​​'Live for Today, Plan for Tomorrow' by creating a road map for how your assets – money and property – will be distributed after you die. We cannot predict how long we will live but we can prepare for the future.
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ESTATE PLANNING
​​Estate planning involves determining how an individual’s assets will be preserved, managed, and distributed after death. It also takes into account the management of an individual’s properties and financial obligations in the event that they become incapacitated.  

A will is the most well-known part of an estate plan, but it’s just one piece. Your advisor, lawyer, or tax professional can help you build a complete plan.

What are the benefits of having an estate plan?
  • Protect your wealth
  • Ensure your wishes are put into action by naming an executor of the estate to oversee the terms of your will
  • Limit estate taxes by setting up trust accounts in the names of beneficiaries
  • Fund children's or grandchildren’s education
  • Leave a legacy for your loved ones or charity
  • Work with a professional to get support​
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