It’s not always easy to talk about estate planning, but it is vital. Not just for financial and emotional peace of mind, but because protecting your family is the ultimate gift. Don’t leave these important decisions to the government. Start your estate plan today.
7 REASONS TO HAVE AN ESTATE PLAN
None of us know what tomorrow will bring
Identify who oversees your finances if you’re sick or disabled
Identify who makes medical decisions for you if you’re sick or disabled
Ensures your wishes are fulfilled after death
Minimizes and/or eliminates the costly and time consuming probate process
Establishes guardianship for minor children
Provides peace of mind and reduces stress on your family
COMMON MYTHS OF ESTATE PLANNING
Why EP Navigator? Estate planning should be simple, convenient and affordable. With EP Navigator, it is.
Our online solution, paired with a nationwide network of attorneys means you'll get the highest quality documents at a fraction of the cost. We guide you every step of the way, working with the attorney to create a secure estate plan to protect you and your loved ones.
Rather than hiring expensive lawyers to create your documents, or trying to muddle through the tedious task yourself, EP Navigator asks you simple questions you already know the answer to. From there the attorney can help you create high quality documents that ensure that your wishes are accurately carried out.
Create the secure documents you need to protect you, your assets, and your loved ones. We’re with you no matter what life throws your way. When you sign up with EP Navigator, you are building a lifelong relationship, one where we guide you through the process of changes in life both big and small.
What you'll Get Based on your unique circumstances, your attorney will recommend either a Will Package or a Trust Package.
How it works:Navigate these simple steps using the EP Navigator platform to create custom estate plans in real time.
Fee-based financial planning and investment advisory services are offered by DuPont Wealth Management a Registered Investment Advisor in the State of Indiana. Insurance products and services are offered through DuPont & Associates, Inc. DuPont Wealth Management and DuPont & Associates, Inc. are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Indiana or where otherwise legally permitted.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection or lifetime income refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 19464 - 2019/11/5
The information is not intended to be investment, legal or tax advice. The agent can provide information, but not advice related to social security benefits. The agent may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, contact the Social Security Administration office, or visit www.ssa.gov.