The Estate Planning Kit

Make Sure Your Estate Goes to the People You Love

Planning for the future is one of the most powerful and caring decisions you can make for yourself and your loved ones. Estate planning is essential to ensure that your final wishes for your property, finances, and healthcare are honored—and that those you care about are provided for when you’re no longer here.

While it’s easy to put off, a well-crafted estate plan can help resolve many important questions after you pass:

• What happens to your financial assets?
• Who inherits your property?
• Who will care for your minor children?
• What taxes will need to be paid to transfer ownership?
• How should your funeral be arranged?

Success Comes from Making Wise Choices and Taking Right Action

An Estate Plan isn’t just about what happens after you’re gone—it’s about taking control now to protect your future and those you love. A comprehensive estate plan helps you achieve three key goals:

1. Transfer Your Estate Smoothly:  Ensure that your estate passes to the loved ones of your choice without the expense and delays of probate.
2. Protect Yourself from Guardianship:  If you become incapacitated, an estate plan protects you from unnecessary court-appointed guardianships.
3. Respect Your Healthcare Wishes:  Clearly outline your medical and healthcare preferences in the event that you’re unable to communicate them yourself.

Don’t leave these important decisions to chance. Make sure your estate goes to the people you love, with the security and peace of mind that comes from proper planning.

Start your estate plan today, and secure your legacy for tomorrow.