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Estate Planning: Why It's Important and How to Get Started

Estate planning isn't just for the ultra-wealthy. This eBook explains the key steps and components in creating a comprehensive estate plan.

If something were to happen to you, would your loved ones be provided for? Would they know where to find your financial records, titles and insurance policies? Would your assets go where you wanted them to? 

 

Now is the time to plan your estate and ensure your final wishes are carried out. This is especially important if you have a blended family, high net worth or children with special needs.

 

This eBook explains:

 

  • How to reduce estate taxes for your heirs
  • The benefits of trust accounts and how they work
  • How to plan for incapacity and name an executor
  • What constitutes your estate (it includes more than you might think)

This is one of the most thoughtful and considerate things you can do for yourself and those you love. To learn more about how Cadence Trust & Asset Management can help you with your estate plan, please call our offices to speak with a Cadence Trust and Estate Planning Specialist at (800) 275-7850.

 

This eBook is provided as a free service to you and is for general informational purposes only. Cadence Bank makes no representations or warranties as to the accuracy, completeness or timeliness of the content in the eBook. The eBook is not intended to provide legal, accounting or tax advice and should not be relied upon for such purposes. Cadence Bank does not provide legal, accounting or tax advice to any client who receives trust services from Cadence Bank.

Download the eBook: Estate Planning: Why It's Important and How to Get Started

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If something were to happen to you, would your loved ones be provided for? Would they know where to find your financial records, titles and insurance policies? Would your assets go where you wanted them to? 

 

Now is the time to plan your estate and ensure your final wishes are carried out. This is especially important if you have a blended family, high net worth or children with special needs.

 

This eBook explains:

 

  • How to reduce estate taxes for your heirs
  • The benefits of trust accounts and how they work
  • How to plan for incapacity and name an executor
  • What constitutes your estate (it includes more than you might think)

This is one of the most thoughtful and considerate things you can do for yourself and those you love. To learn more about how Cadence Trust & Asset Management can help you with your estate plan, please call our offices to speak with a Cadence Trust and Estate Planning Specialist at (800) 275-7850.

 

This eBook is provided as a free service to you and is for general informational purposes only. Cadence Bank makes no representations or warranties as to the accuracy, completeness or timeliness of the content in the eBook. The eBook is not intended to provide legal, accounting or tax advice and should not be relied upon for such purposes. Cadence Bank does not provide legal, accounting or tax advice to any client who receives trust services from Cadence Bank.