Estate Planning
Estate Planning Strategies
Building your estate is a imperative to bring your financial goals to the next level.
Learn how to take action for your estate plan and have the professional support to see your dreams through.
What is a Will?
A Will is a document that handles the distribution of your assets after death.
Benefits of a Will
- Exclude the Probate process
- Have your wishes fulfilled in life and death
- Assign an Executor to your Estate
- Assign a Power of Attorney
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Assign Guardian for your Children upon Death
- Assign your Heirs/Benefactors
What else can you do with estate planning?
Create mutiple credit accounts.
Create trustees to handle accounts.
Create trust certificates.
Create security for your family and much more.
What is a Trust?
A trust is a contract that allows a third party, or trustee, to hold assets on behalf of a beneficiary or beneficiaries.
Benefits Include:
- Control your wealth
- Protect your legacy
- Privatize your estate
- Establish additional entities
- Protect your assets
- Create multiple streams of revenue