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Why Do I Need an Estate Plan?

If you have a bank account, retirement fund, house, or car, you have assets that will eventually transfer to a loved one. An estate plan is necessary to protect your assets and loved ones, minimize taxes, guide family members during difficult times, and ensure your final wishes are carried out after you’re gone.

None of us knows when we’ll have an accident or become ill. A comprehensive estate plan prepares you for life challenges and allows you to make critical decisions about your future. Learn about basic documents included in an estate plan:

  • Wills
  • Trusts
  • Living Wills
  • Health Care Power of Attorney
  • Financial Power of Attorney

Take the first step in understanding estate planning basics by downloading our FREE Ohio and Kentucky Estate Planning 101 eBook.

Estate Planning 101

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