Estate Planning Guide

Creating an estate plan can be challenging, especially when you are unsure what should be covered. Download our free guide and get a head start on preparing for your future

Estate Planning Paper, Calculator, Pen and Reading Glasses

Why it’s Important

Although many of us do not like to think about planning for a future that we will not be around to experience, a well-thought-out estate plan helps manage and preserve your assets during life and conserve and direct the distribution of your assets at death.

Through an estate plan, you have a say in how, when, and to whom your assets are transferred in addition to achieving your own specific tax and nontax planning goals.  Topics covered in our estate planning guide include:

      • Basics of estate planning
      • What you should consider
      • Necessary documents
  • Beneficiaries, assets and insurance
  • Often overlooked items
  • Letter of intent


Get Our Free Guide for Estate Planning

We all know there is a lot of misinformation on the web.  That’s why, as part of our GWA Gives© program, we are dedicated to helping others find sound advice.  We believe in sharing free material so people have a trusted source to rely upon.  Check out our free flipbook below:

We know estate planning can be a complicated process.  We are always happy to answer any questions on creating an estate plan that you might have.  You can reach us at one of our convenient offices listed on the Contact Us page or by filling out the chat form below.

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