Estate Planning: Protect Your Legacy
Update: 2025-12-18
Description
Estate planning is a comprehensive process to protect your family and legacy, ensuring your assets are distributed as intended. It involves more than just a will, including tools like revocable trusts, powers of attorney, and regularly reviewed beneficiary designations. Colleen Carcone, a wealth planning expert, emphasizes the importance of integrating your wishes into a broader financial plan. Gathering all financial information beforehand can streamline the process. Estate planning provides peace of mind, honoring your wishes, protecting your assets, and sparing your loved ones unnecessary burdens.
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