survivorship plans

A survivorship plan outlines how your financial, legal, and healthcare matters will be managed after your passing. It typically includes directives like a will, power of attorney, and healthcare preferences, ensuring your wishes are respected. The plan helps reduce confusion and stress for loved ones, provides clarity on estate distribution, and can include strategies for managing taxes and debts. Essentially, it’s a thoughtful roadmap that ensures your affairs are handled smoothly and according to your intentions, offering peace of mind for both you and your heirs.