It's never too early to begin thinking about your legacy or to shape your estate plan. Contrary to what many people think, you don't need to be a millionaire to have an estate plan. An estate plan is an imperative part of any ongoing financial planning process.
Why is estate planning important?
Designing a legacy consistent with your dreams and values is a personal, often complex process. But it's well worth the effort. Consider setting up a family estate planning meeting to help improve communication, prevent conflicts and let your family know what's important to you.
Your wishes and dreams may include using your assets to help secure your family's future or you may choose to support another cause close to your heart. This might be your favorite charity, your community or your place of worship. Take time to sort through each of these items with us so that you proactively maintain control of the plan.
"Your life, your dreams, and your legacy transcend money — they also encompass your values."