Creating an estate plan is an essential component of your financial life, but one that can lead to uncomfortable conversations. For one, it forces us to discuss that none of us will live forever. And, it may reveal details about your wishes that your family members may not be aware of. As you define your estate plan, keep the following actions in mind:
Help is always available to you as you work through your estate planning wishes. Our Resource Center has plenty of videos, and articles to help you through this process. Or, you may call the office any time to discuss your plan or to schedule a meeting with your loved ones.