Twelve Points recently celebrated National Estate Planning Week (October 19-25) by sharing five tips on social media.
Many people assume that estate planning only applies to the very wealthy, but that is actually not the case.
It’s an important part of establishing financial wellness and enables you to leave a legacy while helping your family determine what to do in the event of your death.
In case you missed it, here are our five tips for estate planning:
To answer your questions and discuss how to incorporate estate planning into your financial plan, please contact us.