Estate Planning
Ask Yourself These Questions
- How will your assets be distributed when you are gone?
- How would you like to continue or transfer the ownership of:
- Personal Assets
- Business Assets
- Are you using estate planning vehicles for incapacity or death?
- How will your intentions be realized?
- Beneficiaries
- A will
- A Trust
- Power of Attorney
- Health Care Directives
- What purpose do you want your financial legacy to serve?
- Financial Security for family and loved ones
- Donations to Charity
- Community Support
- Other
- Will Your Plan allow you to achieve all your goals? How Do You Know?
