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Estate Planning
Thoughtful planning, secure future.
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:
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Will;
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Financial Power of Attorney; and
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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.
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