Estate Plan Decisions to Make Before You Turn 40
Many young adults think they’re too young to have to worry about estate planning. But without a plan in place, your kids, pets, and assets could get caught in limbo if something unexpected happens. Don’t wait! Here are the top estate plan decisions to make before you turn 40.
Important Documents to Keep with Your Legacy/Estate Plan
Wondering what your loved ones will need to carry out your wishes? Here’s a handy checklist of the information to pull together, and keep together, for when the time comes.
Estate and Legacy Planning Terms to Know
Here’s your ultimate cheat sheet of definitions and terms to help you talk like an insider at your next legacy planning meeting!