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Independent Advisors, Your Independent Future.

You Don't Have to Be Wealthy To Have An Estate Plan

Working with many families, this article was one that we wanted to share. Having your basic estate planning documents in place is a great start to protecting your family from the laws of your state or probate courts. Working with you, an attorney you currently work with, or one that we would recommend, we will build the estate plan that best fits you and your family.

"You don’t have to be wealthy to put this estate plan into place

  • Rich people aren’t the only ones who need a will. Without this legal document your state’s laws will govern how your assets are distributed.
  • Families with young children can add a clause naming a guardian in the event you and your spouse are unable to provide care.
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck