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What Key Estate Planning Tools Should I Know About?

By J. Burt & Associates | Jan 29, 2014

From J. Burt & Associates - 815-223-1222

 

 

By taking steps in advance, you have a greater say in how these questions are answered. And isn’t that how it should be?

Wills and trusts are two of the most popular estate planning tools. Both allow you to spell out how you would like your property to be distributed, but they also go far beyond that.

Just about everyone needs a will. Besides enabling you to determine the distribution of your property, a will gives you the opportunity to nominate your executor and guardians for your minor children. If you fail to make such designations through your will, the decisions will probably be left to the courts.

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jburt@askfinancialpartners.com

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Neither AUL or OneAmerica Securities nor their representatives provide tax or legal advice.  For answers to specific questions and before making any decisions please consult a qualified attorney or tax advisor. Registered Representative of and securities offered through OneAmerica Securities, Inc., Member FINRA, SIPC, a Registered Investment Advisor. Insurance Representative of American United Life Insurance Company® (AUL) and other insurance companies.  J. Burt & Associates-Financial Partners is not an affiliate of OneAmerica Securities or AUL and is not a broker dealer or Registered Investment Advisor. American United Life Insurance Company®, is licensed and authorized to conduct life insurance business in every state of the United States, except New York. J. Burt & Associates–Financial Partners has agents who are licensed and authorized to conduct life insurance business in IL, WI, IA, OR, IN, FL, CA.  J. Burt & Associates-Financial Partners also has agents who are licensed and authorized to conduct securities related business in IL, IA, WI, OR, FL.  This website is in no way to be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.