Estate Planning Basics

An easy-to-understand introduction to help protect your assets and ensure your legacy.

Estate planning is putting your affairs in order and setting up a plan that establishes who will eventually receive your assets. Versant Capital Management’s Estate Planning Basics guide can assist you in planning for your family’s future. It can help you think about how to use your estate plan to provide for your family and support the causes you care about. Our guide outlines the ins and outs of estate planning, why you need one, what’s included in a comprehensive plan, and how to get started.