Estate planning can be an uncomfortable topic, but it can help ensure your wishes are carried out and your loved ones are protected.
Creating an estate plan can help you stay a step ahead. Right now, you can help protect your legacy and your loved ones with 10 estate planning tips, including:
- Preparing a will—this can often be a great first step in the process.
- Designating powers of attorney—help ensure you have trusted people to act for you when you can't.
- Choosing and reviewing your beneficiaries—feel confident your assets are going to those you wish.
- Setting up trusts – you've likely heard about these, and we’ll walk through how to create one.
You can help take the worry out of planning your legacy and simplify things for your loved ones.
Looking to further elevate your financial wellness? You can now register for any webinars for the year. Visit
webinars.principal.com to browse the full list of webinars.