4 For illustrative purposes only. Not based on actual client data. FOR HOME OFFICE AND ADVISOR USE ONLY. NOT FOR DISTRIBUTION TO THE PUBLIC.
Planning for Incapacity & Control
• Power of Attorney
• Living Wills
• Healthcare Proxy
Essential
• Account Titling
• Beneficiary Designations
• Wills
High Net Worth Strategies
• Advanced Trust Strategies
• Gifting Strategies
• Tax Liability Management
What is Estate Planning?
Why is Estate Planning Important?
Potential Benefits of Estate Planning
Advisor
• Match Client Expectations
• Deepen Relationships
• Protect and Capture Revenue
• Retention of Assets
• Connect with younger Generation
• Digital Collaboration
• Solidify "Quarterback" status
Client
• Ensure smooth transfer of Wealth
• Control and Flexibility
• Avoid Family Strife
• Provide Peace of Mind
• Planning for the unexpected
• Privacy
• Protection
• Avoid probate
• Tax Liability Management
Key Pillars of Estate Planning
Asset Titling Beneficiary Account
Designations
Last Will and
Testament
Advanced Medical/
Healthcare Directive
Life Insurance Power of Attorney Trust Planning
