DRAFT-PC-ES Estate Planning Basics

ESTATE PLANNING

ESTATE PLANNING BASICS

What You Need To Know About Estate Planning

An estate plan is a compilation of legal documents that describes your wishes regarding your home, savings, investments, and other assets after you die. It will also include instructions for your medical care, should you become incapacitated. Regardless of your age or level of wealth, an estate plan is one of the best ways to protect yourself, your family, and your assets – both now and in the future. Consider the following key documents that may be a part of your estate plan:

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