When you own a home, vehicles, investment property, in addition to your savings and retirement accounts, it all adds up. Estate planning helps preserve the value of your assets and protects your loved ones from the stress and high cost of probate court.
Learn about the documents you’ll need to pass on your legacy and ensure your end-of-life decisions are carried out according to your wishes.
What you’ll learn
How an Estate Plan can help maximize the value of assets passed on to your beneficiaries and lower the tax burden on your estate.
Discover easy-to-understand information about strategic estate-planning tools you can use to protect your estate from creditors and probate court while lowering estate taxes.
What you need to know about the most crucial Estate documents – Last Will & Testament, different types of Living Wills, Powers of Attorney, Trusts and more.
From respecting your healthcare preferences when you’re incapacitated, to distributing your assets after you pass away, estate planning documents ensure your wishes are honored.
Understanding the risks of the Probate Court Process.
Without the proper estate planning documents in place, your heirs will have to endure the costly and time-consuming realities of probate court while dealing with their grief.
Strategies to bypass Probate Court to keep assets in the hands of those who matter most.
Discover totally legal strategies for avoiding probate court -- from transferring property to trusts and establishing joint ownership, to purchasing life insurance products.
Planning for Disability, Incapacity, Medical Emergencies and much more.
What you need to know about Advance Healthcare Directives and other documents that enable you to choose representatives when you’re unable to make decisions for yourself.
Looking to talk to a qualified professional today? We have hundreds of mentors available and ready to answers all of your retirement questions.
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