Understanding estate planning: The basics

  • Posted on Oct 31, 2024

Learn the fundamentals of estate planning and how it can benefit your legacy and loved ones.

An estate plan is vital to leaving the legacy you want. It allows you to provide for the people, organizations or causes you care about after you’re gone — while also providing peace of mind for yourself and your loved ones now.

Yet, it may seem intimidating to those just starting to think about estate planning.

It doesn’t have to be. An Ameriprise financial advisor, along with your estate attorney and tax professional, will help you create an estate planning strategy that reflects your financial priorities and  values.

Here is an introduction to the fundamentals of estate planning — and how it can benefit you.

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