Your Legacy, Your Way: Estate Planning Essentials
Planning your estate can be daunting. But with the right guidance, you can create a plan that’s thoughtful, flexible, and truly your own. Join our team on December 8 for a walkthrough of estate planning essentials. We’ll cover the documents you need, the decisions you’ll face, and the strategies that can help you avoid common pitfalls.
What you’ll learn:
- The top 5 things to know (and avoid) when building your estate plan
- How to coordinate your plan across wills, trusts, health directives, and powers of attorney
- How property types and agreements affect your estate strategy
Our goal is to leave you with a clearer understanding of how to build a plan that reflects your values, supports your loved ones, and adapts as life evolves.
This is a general, non-tailored communication being provided for informational purposes only. It is educational in nature and not designed to be a recommendation for any specific product or strategy. None of Brighton Jones, its affiliates, or employees is suggesting that the recipient or any other person take a specific course of action or any action at all. Accordingly, this information is not intended to cause such parties to become a fiduciary.