Estate Planning: Strategies for Protecting Your Assets

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Key Takeaways

Estate Planning Is for Everyone

No matter your age or asset level, having beneficiaries listed and basic documents like a will, powers of attorney, and a living will helps ensure your wishes are known and accomplished.

Wills and Trusts Do Different Things

A will outlines who gets what after you pass but would go through probate. A trust can help manage your assets and potentially avoid probate. Both can play important roles.

Keep It Current

Review your estate plan every 5ish years or when major life events happen—like the 5 D’s: death, disability, (new) dependent, divorce, or a new decade.

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INSIGHTS

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