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It's like a branch in your pocket.
Planning for the unexpected is an important part of your overall estate strategy.
Done with care, disability planning can help minimize family conflict and protect your family should you become disabled.
Planning ahead enables you to direct who will manage your assets and make health care decisions for you if you’re unable to do so. A Wealth advisor can help you get started.
Established during your lifetime to protect your assets and direct their distribution after your death—can help beneficiaries avoid the probate process
Enables your trustee to take over management of your assets if a predetermined event, such as your disablement, occurs—allows you to resume management upon your recovery
Permits you to serve as trustee of your own living trust—provides for a successor trustee to take over management of your assets if you’re disabled
Includes disability and long-term care insurance in your estate plan—helps preserve assets for your beneficiaries if you become disabled
Speaks for you if you’re unable to do so—typically used to express to your family and medical care providers the desire not to receive extraordinary medical treatment
Also known as a health care proxy—designates someone else to make decisions for you if you’re unable to make them yourself and generally coves a wider scope than a living will
Let’s locate a Truist Wealth advisor who can help you with estate planning for the future.
Get current, in-depth information on trust and estate planning.
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