Wealth by Design

018: Protect Your legacy And Your Loved Ones With  Basic Estate Planning


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Creating a comprehensive estate plan to deal with your assets and provide for your loved ones after your death is one of the most rewarding tasks you can undertake. Don’t make the mistake of overlooking your assets because you think you don’t have any. In fact, a basic estate plan is an important financial document for everyone to have. Broadly speaking, an estate plan encompasses the accumulation, conservation, and distribution of an estate.
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Wealth by DesignBy Danielle G. Nava, CFP® and Dustin R. Granger, CFP®

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