You’ll learn your three estate planning options in only 2 minutes and 44 seconds.

Estate Planning 101

Believe it or not, you have an estate. In fact, nearly everyone does. Your estate is comprised of everything you own— your home, other real estate, your car, and savings accounts, investments, life insurance, furniture, personal possessions. No matter how large or how modest, everyone has an estate and something in common. You need an Estate Plan…

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5 Key Decisions to Your Estate Plan

Completing your estate plan doesn’t need to be complicated or confusing. To help get started here are 5 main decisions you need to be thinking about.

  1. Who will manage your money when you die?
  2. Where will your money go when you die?
  3. Who takes care of your children if something happens to you?
  4. Who will make medical decisions for you if you are incapacitated?
  5. Who will make financial decisions for you if you are incapacitated?

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What Happens Next?

Push play to find out what happens after you complete our online questionnaire.

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