Secure Your Legacy – Protect What You’ve Built

Ask yourself these questions to decide if an estate plan is right for you:

• Do you have a valid will? A will allows you to distribute your assets according to your wishes, preventing the state from making that decision.
• Have you named any beneficiaries? Regularly reviewing and updating beneficiaries helps prevent disputes and ensures the right people receive your assets.
• Do you have powers of attorney in place? Giving someone legal authority ensures they can handle your business and personal matters if you can’t.
• Have you considered a trust? A trust can help your heirs avoid probate and protect your privacy. Plus, it allows you to control how you share your assets. 
• Are your documents up to date? Life changes like marriage, children, or business growth mean your estate plan should evolve to reflect your current situation.

This month, take action to protect the legacy you have worked hard to build. An attorney who specializes in estate planning can walk you through a wide range of options and help you build a plan that fits your needs.

Talk to your Federated Insurance® marketing representative to assist in connecting you with an independent and qualified estate planning attorney.