The goal of estate planning is to maintain control during incapacity, simplify the wealth transfer process at time of death and protect beneficiaries. If you do not have a plan, you are leaving it up to your state and the courts to make those decisions for your family.
Download this tip sheet to learn nine critical elements to consider during the estate planning process from our partner, Captial Edge, whose advisors specialize in assisting first responders with all stages of financial planning.