The Estate Planning Portal: A Comprehensive Guide

Estate planning is one of the most important tasks you can complete, for yourself and for your family. Unfortunately, it’s also one of the most neglected: Over 68 percent of Americans lack an estate plan. And they’re unnecessarily putting their loved ones at risk.

It’s an uncomfortable subject for many people, to be sure—but that’s no excuse for not getting it done. Neither is a lack of assets: Estate planning is about more than money.

In fact, estate planning covers a lot of ground. It’s part financial planning, part life planning, and part planning for what happens after your death.

• It’s a comprehensive approach to managing and eventually distributing your assets.
• It involves making important decisions about your finances, healthcare, family, and legacy.
• It’s a proactive way to ensure that your wishes are respected, and your loved ones are taken care of — even when you’re no longer around.

But the legal jargon surrounding estate planning can be confusing. That’s why we created the Estate Planning Portal.

This valuable information is NOT meant as legal or tax advice. Instead, it’s designed to help you understand the process of estate planning and simplify the terminology.

We encourage you to peruse these pages to gain an understanding of the basics. Then seek out a qualified estate planning attorney, who can help you to make some of life’s most important decisions.

Read all about estate planning in this section by clicking the links in the right-hand menu to explore specific topics. And then get started on your estate plan today.