What
is Estate Planning?
Estate
Planning is the process of making plans and arrangements
that say how your affairs will be handled after
you die, or if you are disabled during your lifetime.
Your Estate Plan consists of legal documents, including
your Will, Power of Attorney, Living Will or Trust,
and also consists of other arrangements that you
have made, such as:
• bank account ownership,
• life insurance beneficiaries,
• IRA/retirement plan beneficiaries,
• the title to your house and
other assets.
We tailor your will and estate plan to your unique
circumstances, and work with your accountant, financial
advisor and other professionals when needed.
