Estate Planning: Protect Your Legacy and Loved Ones

Anyone else noticing the surge of estate planning discussions lately?

It's increasingly crucial as we witness a significant transfer of wealth and assets unfolding. 

The challenges and complications from inadequate planning can be overwhelming, often burdening loved ones with unnecessary stress and financial concerns.

Consider this checklist to either start or refine your plan:

• Is your will up-to-date?

• Have you designated beneficiaries for all your accounts?

• Have you established a trust to manage and distribute assets?

• Have you addressed tax implications to minimize burdens?

• Do you have a living will and healthcare power of attorney in place?

• Are your important documents organized and accessible for your family and executor?

Avoid leaving these critical decisions to chance. Feel free to reach out via DM with any questions or comments—I'm here to help.

Dennis