Estate Strategies Are for Everyone…
Are you among the majority of Americans who do not have a will or other formal estate strategy? Regardless of your answer, it’s likely you know someone who may fit that description.
Although many may think “estate strategies” are only for the wealthy, developing an estate strategy is about more than wealth. In fact without a proactive estate strategy, decisions about care of your children, your assets and your health care will be controlled by state law and/or a court. Having an estate strategy is about putting you in control of your legacy, ensuring the items most important to you are cared for as you intend.
Three parts to consider:
- Plan for the Expected
- Prepare for the Unexpected
- Position your Portfolio for Both