Estate management is essential and preparations can be organized many years in advance of an individual's passing. These preparations help make sure that future generations are well taken care of. Windsor Private Wealth wishes to help you preserve your legacy in the best way possible. Some quick reads are linked below for some advice, answers, and a checklist.
For a checklist of essential estate documents:
Information on the financial & healthcare documents of an estate:
Plan for tomorrow, today.
Everyone has an estate.
Everyone needs an estate plan.
Why not just a will?
Beneficiary designations on qualified retirement plans and life insurance policies usually override bequests made in wills or trusts. Many people never review the beneficiary designations on their retirement plan accounts and insurance policies, and the estate planning consequences of this inattention can be serious. Having an estate plan means keeping the estate plan updated, as time passes or changes happen in your family.
Where do you begin?
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. This material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite, LLC, is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.