Valley First

What is estate planning?

An estate plan is an overall strategy to help you manage your finances as you grow older, and make prudent decisions in your twilight years. Your estate plan will state the person you’ve appointed to control your finances if you are no longer able to, and documents how your final estate will be distributed after your death. It ensures that your wishes are honored and can greatly simplify matters in getting the financial affairs of your estate resolved quickly. No matter what your age, consider setting up an estate plan to protect your assets and your loved ones.

Where do I begin?

Estate planning requires a lot of thought and careful consideration—it’s a good idea to get started early. While it pays to do your own research, the issues that may arise can be complex with unintended consequences. That’s why help from a professional is always recommended.

Helpful resources for estate planning


Not sure how to start your estate plan? We can help.

We offer estate planning services through our partnership with Concentra Trust. Make an appointment to speak with a financial planning expert for guidance at your nearest branch today.

 

More on estate planning

Do I need to give someone power of attorney?

Why do I need a will?

How do I appoint an executor?

 

Talk to us

Whether you’re looking for more information, or you’d like to start planning your estate, you’ll find our contact information here.

 

We encourage you to visit one of our branches for more information on how Valley First can make things simple!


 

Our partner in providing Trust and Estate services