Planning for the future is one of the greatest gifts you can leave your loved ones. A thoughtful estate plan ensures your wishes are honored, protects your family, and can even make settling your affairs easier for those you care about most.
Not sure where to start? Here’s a helpful guide to walk you through the basics: ... See MoreSee Less
August is National Make-A-Will Month – a timely reminder to make creating your Will a priority this year.
According to a 2025 bit.ly/3gGgPhw survey, 76% of U.S. adults don’t have a Will. If you’re one of them, now’s the time to get started. If you already have one, take a moment to review and update it so it reflects your current wishes and family situation.
Having a plan can: ✅ Protect your loved ones ✅ Preserve your legacy ✅ Support the causes you care about
Without a plan, your estate could face delays, unexpected costs, and results that don’t match your wishes.
The Financial Advisors at Covenant Trust will work alongside your legal counsel to help create a comprehensive estate strategy tailored to your goals. Let’s talk about how we can support your legacy planning. Covenant Trust... See MoreSee Less
Planning for the future is one of the greatest gifts you can leave your loved ones. A thoughtful estate plan ensures your wishes are honored, protects your family, and can even make settling your affairs easier for those you care about most.
Not sure where to start? Here’s a helpful guide to walk you through the basics: ... See MoreSee Less
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August is National Make-A-Will Month – a timely reminder to make creating your Will a priority this year.
According to a 2025 bit.ly/3gGgPhw survey, 76% of U.S. adults don’t have a Will. If you’re one of them, now’s the time to get started. If you already have one, take a moment to review and update it so it reflects your current wishes and family situation.
Having a plan can:
✅ Protect your loved ones
✅ Preserve your legacy
✅ Support the causes you care about
Without a plan, your estate could face delays, unexpected costs, and results that don’t match your wishes.
The Financial Advisors at Covenant Trust will work alongside your legal counsel to help create a comprehensive estate strategy tailored to your goals. Let’s talk about how we can support your legacy planning. Covenant Trust ... See MoreSee Less
Comment on Facebook