Legacy Planning
Why do I need a will? What should I do after the death of a loved one?
Can I pre-plan my funeral? How can I distribute my personal assets?
End-of-life issues can be difficult to think about and discuss with loved ones. Putting wishes in writing will make them easier to share. Planning helps prepare for the orderly disposition of gifts to heirs or charities and can also help address unexpected issues such as critical illness.
Topics covered include:
• Asset distribution
• Last wishes
• Estate plans
• Last will and testament
• Power of attorney
• Health care directives
• Beneficiary designations
• Document locater
Can I pre-plan my funeral? How can I distribute my personal assets?
End-of-life issues can be difficult to think about and discuss with loved ones. Putting wishes in writing will make them easier to share. Planning helps prepare for the orderly disposition of gifts to heirs or charities and can also help address unexpected issues such as critical illness.
Topics covered include:
• Asset distribution
• Last wishes
• Estate plans
• Last will and testament
• Power of attorney
• Health care directives
• Beneficiary designations
• Document locater
Resources:
Article: The Four Goals of Estate Planning
Article: The Four Goals of Estate Planning