How to Protect Your Family Legacy Through Estate Planning

While these forms are typically straightforward, it's a good idea to review them periodically and ensure they align with your overall estate plan. Major life events, such as marriage, divorce, the birth of children or grandchildren, or the passing of a loved one, can significantly affect your estate plan and should prompt a review. It's a good practice to review your estate plan every 3 to 5 years to ensure it still aligns with your current circumstances and goals. In cases of temporary incapacitation, you'll want to arrange a durable power of attorney, a document that appoints someone you trust to manage your financial affairs when you're unable to. Once you've used up your lifetime limit, you might owe taxes on any additional gifts or transfers, or your estate might owe additional taxes at the time of your deat

If you have ever dreamed of creating a legacy for multiple generations— while helping minimize taxes and other factors that could deplete valuable assets over time — a legacy trust could be worth considerin


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Tax Planni


A will allows you to determine what will happen to your money and possessions and who will become the guardian of your children when you die.