Estate Planning

Your estate plan should change and grow with your family. Be sure to update it regularly to adapt to your changing needs and goals.

Where there’s a Will, there’s a way to….

  • Appoint a guardian to care for minor children
  • Distribute assets according to YOUR wishes
  • Select a trusted person to settle your estate
  • Appoint a Trustee to protect a minor’s inheritance
  • Provide for a family member with special needs
  • Engage in tax planning with your spouse
  • Make charitable donations

 

Update your estate plan after these life events:

  • Getting married
  • Becoming a parent
  • Finalizing a divorce
  • Death of a family member or other beneficiary

 

Your estate plan might also include:

  • Health Care Power of Attorney
  • Durable Power of Attorney for Finances
  • Beneficiary Designations on Retirement Accounts
  • Life Insurance and Long Term Care Insurance
  • Revocable, Irrevocable, or Special Needs Trust
  • Business Succession Plan
  • Gifting and Tax Planning Strategies