Broker Check

Wilson Financial Services Inc.

(859) 824-9422

Are You Considering These Estate Strategies?

photo of ebook cover

Managing Your Estate is a Key Financial Choice

  • Learn the critical elements worth considering when creating your estate strategy
  • Take steps to help manage stress and confusion for your loved ones
  • Understand the estate benefits of certain tools and what they mean for you and your family

Learn the 3 Key Elements of an Estate Strategy

Letter of Intent

Letter of Intent

While a will provides legal directives, you can provide a more personal voice by giving additional instructions.

Guardianship

Guardianship

One common area many should prepare for is legally naming guardians for their children.

Trusts

Trusts

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

Start Your Estate Strategy

Protect Your Estate. 

Download your complimentary estate strategies ebook by clicking the link below.

Get the Ebook
 

Have A Question?


Thank you! Oops!

Recommended Content

What You Need to Know About Social Security

Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.