Create a will and estate plan

Everyone, regardless of age or wealth, needs a will or an estate plan.

Your will and estate plan do more than arrange for the distribution of your financial assets should you pass away. They also provide guidance on who you would like to be the guardian of your children, and how your loved ones should approach your medical decisions if you are not able to. Having a plan in place can help give you and your family real peace of mind.

What should you know?

Think about who you want to leave your assets to, and for what purpose.

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Work with a professional adviser to help you build a plan and put the key legal documentation in place.

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It’s important to keep your beneficiaries and key documents up to date and stored safely.

 

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