The Estate Planning Essentials That Will Help Ensure Your Family's Security

Estate planning is essential to your family's security.

November 2023, Make Your Plan

 

Key Insights

  • An estate plan details your wishes regarding health care and finances if you become incapacitated or pass away.
  • For parents of young children, estate plans can indicate who you would like to
    raise your children should anything happen to you.
  • Without an estate plan, assets are distributed according to a state’s laws.
  • Build flexibility in your estate documents to account for whatever the future may hold.

 

Written by

Roger Young, CFP® Thought Leadership Director
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IMPORTANT INFORMATION

This material is provided for general and educational purposes only and is not intended to provide legal, tax, or investment advice. This material does not provide recommendations concerning investments, investment strategies, or account types; it is not individualized to the needs of any specific investor and is not intended to suggest that any particular investment action is appropriate for you, nor is it intended to serve as the primary basis for investment decision-making. Any tax-related discussion contained in this material, including any attachments/links, is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding any tax penalties or (ii) promoting, marketing, or recommending to any other party any transaction or matter addressed herein. Please consult your independent legal counsel and/or professional tax advisor regarding any legal or tax issues raised in this material.

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