A lasting legacy consists of more than just passing along assets. Imparting your wisdom, values, and work ethic upon your heirs is possibly the most valuable inheritance since those virtues can enrich lives for generations to come. Thankfully, there are ways you can share your values with your beneficiaries including sharing your story and clearly defining your wishes.
It’s nine o’clock on April 14, and Angela V. has hit a snag. She’s been plugging data into her tax preparation software for about half an hour when she realizes she’s missing a 1099-DIV form. Her anxiety rises since it’s too late to call anyone, and she can’t find it online. She feels a headache coming on.
When it comes to estate planning, many people make the mistake of thinking that it’s only for the wealthy. But the reality is, if you have assets like a home, bank account, life insurance policy, or business, you should have an estate plan. If you have dependents like a spouse, children, elderly parents, pets, or a non-profit you support, you should also have an estate plan.
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