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It’s never too early to start planning your legacy

Estate Planning Starts Here!

Estate planning is the process of working with a financial advisor or attorney to create legal and financial documents that designate the distribution of your assets upon your death. It’s never too early to start developing your estate plan. Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. While many avoid creating an estate plan as it is an unpleasant task for many, it is one of the most important things you can do for your family members and loved ones.

What is Estate Planning?

An estate plan is not only a collection of legal documents that establishes how you want your assets distributed, but it also dictates how you want your affairs handled if you can no longer make decisions or you become otherwise incapacitated. Careful planning now can reduce taxes and probate fees and helps minimize unnecessary complications, such as probate litigation, for your family in the future.

Essential Estate Planning Documents

A proper estate plan includes several legal and financial documents that outline the distribution of your cash, property and other assets. Many estate plans include the following documents:

  • Will
  • Living or revocable trust
  • Durable power of attorney
  • Living will
  • Personal property memorandum
  • Health care proxy trust
  • Irrevocable life insurance trusts

Your financial advisor can help review or explain your estate plan and estate planning documents above depending on your specific goals and objectives.

Eastgate Financial Group and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.

Eastgate Financial Group Estate Planning Services

Estate management from Eastgate Financial Group can help you create a plan that makes you feel confident about the future, knowing the legacy you leave behind is of your choosing.

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