Creating a plan for your estate is an important pillar of managing your wealth.
It is first and foremost about having a will, but it can also be much more. A well-thought-out estate plan ensures that your family is cared for should something happen to you, and that your money goes where you want it to.
Individual needs vary from from drafting a simple will to a complex estate plan. This free guide is meant to help you begin thinking about your situation.