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Estate Planning

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The Importance of Estate Planning

Estate planning refers to arranging who you will distribute your assets to after you die. There are additional components you can include to help ease your end-of-life worries. At Four Rivers Financial, we will work with you every step of the way.

Benefits of Estate Planning

Preparing an estate plan is not only for those with a lot of money and assets. One of the benefits of having a plan is that you protect the assets you have, and you have control over who the beneficiaries are.

If you have dependents, you can control who cares for them if you die before they turn 18. Another benefit is that you can reduce tax burdens on asset distribution.

Common Planning Tasks

When we design your estate plan, we recommend a variety of things. The most basic is a will, but other components include:

Setting Up A Financial & Healthcare Power Of Attorney

Naming A Guardian For Your Children

Establishing An Executor

Opening Trust Accounts To Limit Taxes

Naming & Updating Heirs & Beneficiaries

You can also plan your funeral arrangements, so your family does not have to make those decisions.

Start Planning Today

If you have an estate plan, you are in control of what happens to your assets when you die. Call us today and let us walk you through the process.

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