Why Estate Planning is Important

Having a comprehensive estate plan in place will help you feel more confident about the future and assure that your loved ones will be taken care of. It can help you achieve a variety of goals and objectives, including:

  • Providing support and financial stability for your spouse.
  • Preserving assets for future generations.
  • Supporting a favorite charity or other worthy cause.
  • Ensuring all of your assets, including those that pass by beneficiary designation (e.g., retirement accounts and life insurance policies), will be distributed according to your wishes.
  • Minimizing income, gift, and estate taxes.
  • Ensuring that individuals you choose can make decisions on your behalf in the event of your incapacity.

​See also:

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