Posted On: October 13, 2021 by First Option Bank in: Financial Wellness Trust Services
Anyone with assets, dependents, or specific wishes for how they want to be taken care of in old age should consider estate planning. Putting off these decisions can cause unnecessary stress during what is already a difficult time for your loved ones.
Learn how to start planning, with insights around:
- Why you should consider an estate planning strategy
- The differences between wills and trusts and the different options available
- Considerations that should be discussed during the estate planning process
If you have any questions after completing this module, our team of trust professionals has the experience you can rely on to help with estate planning, and handle trust administration so your assets are managed according to your wishes. Schedule a consultation by contacting us online or calling 913-294-9222.
0 comments