Estate Planning Basics- Plan Your Estate

Estate Planning Estate Planning

Find out how to get started with estate planning, including understanding the basics, organizing documents and choosing your beneficiaries.

Have you thought about:

Succession Planning

Intergenerational Wealth Transfer





What is Your Estate?

Everything you own or would own after your death forms part of your Estate.

When you plan for your Estate you decide what goes to whom, when, how .

What is Estate Planning?

Estate planning is the process of determining what will happen to your assets when you pass away or become incapacitated.

Good estate planning will ensure that your assets are appropriately distributed and that your loved ones will continue to be taken care of in the event something happens to you. When planning your estate, you could use tools such as a will, setting up a trusts, establishing power of attorney, and other special structure vehicles.

Estate Planning Basics

Estate Planning is all about control - not age or what you own. Learn where to start and why an estate plan is important during your lifetime.

Discussing Your Estate Plan with Family

Have you talked with your family about your estate plan? See how that discussion can be part of controlling what happens to your estate after you.

Organize your Important Financial Information

If something happened right now, would you or your family be able to find your important financial information? Get some tips on what to keep and how.

Getting Nominations Right for Estate Planning

Learn why missing or outdated beneficiary designations can cause your estate plan to go awry.

Everyone needs an estate plan – not just the wealthy. Your situation’s complexity will determine which documents your plan requires, but Five Documents are often essential.

For many people, estate planning is simple – with professional help. However, depending on the situation, it may be rather complex. In either case, here’s helpful information on getting started.


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