Get 10% off your workbook by scheduling a consultation with one of our specialists in entrepreneurship training, where you can also learn about financial education programs and strategies for wealth building.
Get 10% off your workbook by scheduling a consultation with one of our specialists in entrepreneurship training, where you can also learn about financial education programs and strategies for wealth building.
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An initial assessment of the client's credit history will be conducted, including credit reports and scores, as part of our credit improvement consultations. This process can also align with our estate planning services and enhance the client's understanding through our financial literacy courses.
Following the initial credit history assessment, clients will be educated on factors that affect credit scores during our credit improvement consultations. Key aspects discussed will include payment history, credit utilization, length of credit history, and types of credit, all of which are essential components of financial literacy courses. Additionally, these insights complement our broader estate planning services.
The cornerstone of many estate planning services is the last will and testament. This crucial document outlines how you want your property managed or inherited after your passing. The testator is the individual to whom the will belongs, and most states require that the testator be at least 18 years old and of sound mind when creating the will. For those looking to enhance their understanding of estate planning, financial literacy courses can provide valuable insights. Additionally, an estate planning lawyer can listen to your preferences and draft a last will and testament according to your instructions, ensuring your wishes are honored. If you're also interested in improving your overall financial situation, consider seeking credit improvement consultations to complement your estate planning efforts.
You can appoint a person to manage your property after your death, known as an executor. This individual is responsible for adhering to state laws regarding probate and the distribution of property. The executor will follow the instructions laid out in the will, settle any debts with creditors, and subsequently distribute the remaining property to your beneficiaries. Additionally, you can designate a guardian for your minor children in your will. For those interested in enhancing their estate planning services, we also offer credit improvement consultations and financial literacy courses to help you make informed decisions. If you wish to modify your will, we can draft an addendum that amends its terms without the need to create a completely new document.
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