Guides

Taking time to create estate strategies not only helps put your financial house
in order, but may also save you money. By documenting your wishes and
goals, you create a legal framework that the courts, your executor, and your
loved ones can follow when settling your estate. Without these strategies
in place, your family risks going through a lengthy and expensive process — which could alter any
wishes you had for your legacy.1
You can help ensure that your executor respects and upholds your values, goals, and desires for
your estate by taking some time to thoughtfully prepare, today. Here, we outline some of the
critical details that can play a role in creating your own estate strategiesagd