While a will provides legal directives, you can provide a more personal voice by giving additional instructions.
One common area many should prepare for is legally naming guardians for their children.
Trusts can be another powerful estate management tool. Properly structured trusts may help you avoid probate.
“50% of 50-year-olds don't have a will in place, yet 60% of Americans plan to leave an inheritance. Learn the crucial details to address when creating your own estate strategies.”
- From Understanding Your Estate: Critical Elements of an Estate Strategy
By documenting your wishes and goals, you create a legal framework that the courts, your executor, and your loved ones can follow when settling your estate.
Download your complimentary estate strategies ebook by clicking the link below.
©2023, Lau Financial Group, All Rights Reserved.
We believe in working hard for our clients, cultivating strong partnerships and relationships, and providing the value and respect you and your family deserve.
4131 Pioneer Woods Drive
Lincoln, NE 68506
(402) 243-1200 (office)
(402) 243-1201 (fax)
(855) 225-1200 (toll free)
BrokerCheck is a free tool to research the background and experience of financial brokers, advisers and firms.