What is Estate Planning?

Estate Planning is creating a plan for the management, preservation, and distribution of your assets during your lifetime and upon your death.

An estate plan consists of a series of documents in effect during your lifetime, which could include a power of attorney, a trust, and health care directives. These documents give instructions to your family, agents, and third parties regarding your financial matters and health care.

To carry out your wishes upon your passing, your estate plan can include a will and a trust, and we will suggest beneficiary designations for life insurance, bank accounts, investment accounts, and other assets. We’ll help you make sure that all these things to work together well in an effective estate plan.

Your estate plan should be reviewed often, and revised, if necessary, to reflect changes in your life and in the lives of your beneficiaries.