SET YOUR LOVED ONES UP FOR SUCCESS
START PLANNING FOR THE FUTURE TODAY
1.
CREATE A WILL
A will is a legal document that outlines your final wishes for the distribution of your assets once you’ve passed away. Creating a comprehensive will now can simplify the probate process for your loved ones later on.
2.
DESIGNATE POWERS OF ATTORNEY
By designating financial and healthcare powers of attorney, you can name the individuals you would like to make financial and healthcare decisions on your behalf should you become incapacitated.
3.
ESTABLISH TRUSTS
Trusts are legal arrangements in which a third party maintains ownership of certain designated assets on behalf of a beneficiary. These assets may be able to bypass probate, easing the burden on your loved ones.