As one of the wealthiest individuals on the planet, Warren Buffett’s public disclosure of some of his estate planning earlier this summer no doubt garnered plenty of interest.
Managing your money later in life includes defining a destination point for the next generation of your wealth.
Estate planning helps ensure that your assets will be managed and distributed according to your wishes, regardless of your financial situation.
A revocable trust allows assets correctly transferred into the trust during the grantor’s lifetime to bypass probate. This can simplify asset distribution and help preserve privacy.
Digital estate planning is crucial to protecting your legacy and ensuring that your loved ones aren’t left with a digital mess.
When Michael Jackson died in 2009, he left a complicated legacy. However, one thing remains true: The King of Pop’s music still generates millions of dollars every year.
Estate planning can include wills, trusts, powers of attorney, guardianship for your minor children, personal health decisions, avoiding probate and more.
A head start on estate planning can help you prepare for risks, like dementia. By documenting your legal and financial wishes early, you can safeguard your wishes and provide clarity to loved ones.
Plan ahead to protect your assets from nursing home costs and preserve your legacy for your loved ones.
Discussing inheritance early avoids surprises and prepares your children to manage the wealth and responsibilities they’ll inherit.
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