Everyone needs a basic Estate Plan in place

A plan will ensure your financial goals are met after you die, including the care of your family.

Elements of an estate plan include an assignment of power of attorney, a will, a living will or health-care proxy (medical power of attorney), and for some people a trust may also be necessary.

Sage Financial Trust can ensure you are aware of both federal and state laws governing estates.

You must be clear about your intentions in order to dispel potential conflicts after you’re gone.