Estate Planning

Estate planning doesn’t need to feel negative.  Think of it as if you are creating a roadmap, a plan for the future. It is a collection of steps that provide the best possible means of protection over your decisions when you have aged or are unable to make your own decisions. 

 

A basic Estate Plan will include three (3) basic documents:

• Will;

• Financial Power of Attorney; and

• Advanced Health Directive.

 

Different people have different goals with their estate plan, so there is no "one-size-fits-all" estate plan.  A family that includes kids under the age of 18 will likely have different goals than someone looking at retirement or the possibility of needing long-term care.