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Planning guide
5 Signs You Need an Estate Plan
Estate planning is not only for someone older or wealthier. It is about having a voice in what happens next.
You have children
A plan lets you name a guardian and make decisions about assets for children who are not yet ready to manage them.
You own property or a business
A home, retirement savings, rental property, or ownership interest can create delay and conflict without clear instructions.
Life has changed
Marriage, divorce, a birth, death, inheritance, or move can make an old plan incomplete or reveal that it is time to create one.