It can be an uncomfortable topic, but estate planning is a critical step to help ensure you leave a lasting legacy for your loved ones. A good plan can also help alleviate a lot of stress and confusion during an already emotionally charged time. Even if you have a will, it doesn’t mean things will go smoothly or that you’ll avoid probate, which is surprising to some.

Check out our helpful guide, 5 Steps for Leaving a Lasting Legacy, for considerations you might not have thought of. If you have questions or would like to talk, reach out to the financial professionals at Frontwave Investment Services, located at our credit union.

Click on the infographic below to expand: