Some people may hear "estate planning" and think it only applies to millionaires or billionaires; those people who have a vast fortune to divvy up once they pass on. The truth is you don't have to be uber wealthy to make plans to distribute your possessions. In fact, you don't have to be wealthy at all.
"The truth is you don’t have to be uber wealthy to make plans to distribute your possessions."
Planning your estate basically means you get to decide how your possessions will be distributed after you die. It also eases the burden of decision making on your loved ones during their bereavement. Here are a few tips to help you get started:
An up-to-date estate plan is part of saving for retirement. Let us help you develop an estate plan, as well as outline the action steps and strategies that will help you achieve your estate planning goals.