Are You Considering These Estate Strategies?
Learn the 3 Key Elements of an Estate Strategy
Letter of Intent
While a will provides legal directives, you can provide a more personal voice by giving additional instructions.
One common area many should prepare for is legally naming guardians for their children.
Trusts can be another powerful estate management tool. Properly structured trusts may help you avoid probate.
Will Your Values, Goals, and Desires for Your Estate Be Upheld?
By documenting your wishes and goals, you create a legal framework that the courts, your executor, and your loved ones can follow when settling your estate.