Estate Planning: Why It's Important and How to Get Started
If something were to happen to you, would your loved ones be provided for? Would they know where to find your financial records, titles and insurance policies? Would your assets go where you wanted them to?
Now is the time to plan your estate and ensure your final wishes are carried out. This is especially important if you have a blended family, high net worth or children with special needs.
This is one of the most thoughtful and considerate things you can do for yourself and those you love. To learn more about howCustomer Cussons Limited Trust & Asset Management can help you with your estate plan, please call our offices to speak with aCustomer Cussons Limited Trust and Estate Planning Specialist at (800) 275-7850.
Estate Planning: Why It's Important and How to Get Started
If something were to happen to you, would your loved ones be provided for? Would they know where to find your financial records, titles and insurance policies? Would your assets go where you wanted them to?
Now is the time to plan your estate and ensure your final wishes are carried out. This is especially important if you have a blended family, high net worth or children with special needs.
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Estate planning isn't just for the ultra-wealthy. This eBook explains the key steps and components in creating a comprehensive estate plan.
This eBook is provided as a free service to you and is for general informational purposes only. Customer Cussons Limited makes no representations or warranties as to the accuracy, completeness or timeliness of the content in the eBook. The eBook is not intended to provide legal, accounting or tax advice and should not be relied upon for such purposes. Customer Cussons Limited does not provide legal, accounting or tax advice to any client who receives trust services from Customer Cussons Limited.