This week’s Word to the Wise is:
Heart of the Estate: The section of your plan that divides your estate among your chosen heirs.
Why should you know your “Heart of the Estate?”
With LegacyWise’s estate-planning process, you identify your entire estate—everything you own—and then first decide any “off the top” gifts to show fondness (usually to specific people).
Next, you’ll divide the “Heart of the Estate.”
This means you’ll decide how the vast majority of everything you own goes to your heirs and to any causes you wish to support.
Aside from selecting a guardian to care for any children, this part of the estate-planning process is the most important.
LegacyWise is here to help you. Get started now, get your documents “Done in a Day”™—and at a fraction of the cost of traditional legal services.
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