Everyone needs an estate plan.

A properly structured estate plan helps you accomplish your goals while you are healthy, if you are incapacitated, and after your death. Regardless of your level of wealth, the failure to establish an estate plan can cause you and your loved ones unnecessary financial and emotional hardship.

A basic estate plan consists of the following documents:

  • A revocable living trust

  • A will (often called a pour-over will)

  • A durable power of attorney

  • An advance health care directive

  • A nomination of guardian for minor children

Estate planning also includes carefully considering assets that pass by beneficiary designation, such as life insurance and retirement accounts. 

Contact us to discuss your estate planning needs.


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