Five steps to create an estate plan

Not just for the wealthy, a thoughtful estate plan can give you and your loved ones true peace of mind.

For many people, creating an estate plan is a task that routinely gets pushed to the bottom of the pile. Some assume that estate plans are only for the wealthy. Others may simply want to avoid thinking about some of the tough topics estate planning entails. Whatever the reason, the majority of Americans—some 64 percent—don’t even have a basic will.¹

Yet, most everyone should have an estate plan.

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