Sample Blog Post: Estate Planning Essentials

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What is Estate Planning?

Estate planning is the process of arranging for the management and disposal of your estate during your life and after death. A well-crafted estate plan protects your assets, provides for your loved ones, and ensures your wishes are carried out.

Key Estate Planning Documents

• Last Will and Testament
• Revocable Living Trust
• Financial Power of Attorney
• Healthcare Directive and Living Will
• Beneficiary Designations

Why You Need an Estate Plan

Without an estate plan, state law determines who inherits your assets and who makes decisions for you if you become incapacitated. An estate plan ensures your wishes are followed and can save your family thousands in legal fees and probate costs.