An Estate Plan Is More than Just a Will

An Estate Plan Is More than Just a Will

With an estate plan, you can do all of this and more:

  • Plan for your funeral and burial
  • Ensure that your money and assets go to those who matter most to you
  • Legally transfer your property to your beneficiaries
  • Limit your estate's tax liability
  • Arrange for the care of minor children
  • Arrange for others to make medical and financial decisions on your behalf if you become incapacitated

The 360 Degrees of Financial Literacy Web site offers general information for managing personal finances and does not recommend specific financial actions.  For financial advice tailored to your situation, please contact an expert such as a CPA or a personal financial advisor.

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