While discussing death and estate planning isn’t always comfortable, it’s a crucial way to ensure your wishes are met and your loved ones are taken care of after you’re gone. Here’s an updated look at the eight essential steps for estate planning in 2024: 1. Secure Your Legacy with a Will: Having a legally sound...
Tag: estateplanning
Trusts aren’t only for the rich anymore!
Trusts are important financial instruments in estate planning. Unlike a will, with a trust, you can legally arrange your estate in a way that saves your family a substantial amount of money on taxes, avoids probate and those expenses, and distributes your assets according to your wishes after you’re gone. **What is a Trust?** The...