6 Estate Planning Considerations

March 3, 2023
Having the right legacy plans and documents in place is one of the most important aspects of estate planning. Establishing a will is a foundational piece of estate planning that should be completed and updated periodically throughout someone’s lifetime. Wills help avoid confusion and conflict between beneficiaries during the process of distributing assets. Another helpful estate planning tool is establishing both medical power of attorney and financial power of attorney to help during cases of incapacity. Advanced planning for life’s unexpected events helps save time, money and heartache.

At Brandywine Oak, we understand the importance of holistic financial planning that incorporates estate planning and tax planning to best serve our clients. To learn more, please read ThinkAdvisor’s

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