Community FAQ · Financial Planning

Who should have an estate plan?

Everyone who wants to ensure their assets are distributed according to their wishes should have an estate plan. It's not just for wealthy or elderly individuals—anyone with assets, minor children, or specific healthcare wishes benefits from proper estate planning. An estate plan gives you control over how your property, finances, and personal matters will be handled.

Answered by Shannon Neely, Shannon Neely Financial Services Inc. Based on The Importance of Estate Planning.

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