Bankers Trust’s Post

Creating a basic estate plan doesn’t have to be difficult or expensive, and it is something everyone can benefit from regardless of level of wealth or assets. We've put together common estate planning misconceptions, what’s included in an estate plan and the benefits that come with them.

By being proactive and getting your estate plan outlined now, you can ensure your wishes will be honored in the future. Here are some common estate planning misconceptions, what’s included in an estate plan and the benefits that come with them.

A common misconception is only high-net-worth individuals need an estate plan; however, estate planning is important for everyone. Here are more estate planning misconceptions, what’s included in an estate plan and the benefits that come with them.

A common misconception is only high-net-worth individuals need an estate plan; however, estate planning is important for everyone. Here are more estate planning misconceptions, what’s included in an estate plan and the benefits that come with them.

A common misconception is only high-net-worth individuals need an estate plan; however, estate planning is important for everyone. Here are more estate planning misconceptions, what’s included in an estate plan and the benefits that come with them.

A common misconception is only high-net-worth individuals need an estate plan; however, estate planning is important for everyone. Here are more estate planning misconceptions, what’s included in an estate plan and the benefits that come with them.

A common misconception is only high-net-worth individuals need an estate plan; however, estate planning is important for everyone. Here are more estate planning misconceptions, what’s included in an estate plan and the benefits that come with them.

Estate Planning Is Important To Everyone!

Your estate plan requires more attention than what you think! It’s important to view estate planning as a dynamic, changing component of your life that needs to be reviewed and, if necessary, updated on a regular basis. Here's what you need to know: https://zurl.co/ZjJe

📝 Getting ready for your estate planning meeting? Ensure it's a success by bringing along these crucial documents. From current estate planning papers to beneficiary details. Learn more in my latest blog. #estateplanning #daytonabeachlawyer #askheidi