Estate Planning Basics: How to Preserve Your Assets for Your Heirs

Estate Planning Basics: How To Preserve Your Assets For Your Heirs

Estate planning is essential for everyone, no matter how many assets they may have. With careful estate planning, you can ensure that your assets get transferred to the most important people and organizations in your life after you pass away.

In this informative live conversation, Attorney Minh Luong discusses some of the most important elements to an estate planning strategy with host Sasha Preston-Suni, including:

• What documents are most important for an estate plan.
• Who needs an estate plan.
• How to take an inventory of your assets.
• How to plan for your family’s needs.
• Which policies might also impact your asset distribution.
• When to update your plan.
• What happens if you don’t have a plan.
• And more.