Estate Planning

With an Estate Plan, you can:

    Nominate guardians for your minor children and pets
    Select beneficiaries to receive specific assets
    Complete your healthcare documents – including selecting a power of attorney
    Specify your final arrangement wishes
    Minimize future expenses and reduce estate taxes
    Avoid probate (with a Trust-Based Estate Plan)
    Give your family the peace of mind of knowing you have a plan in place

Remember, estate planning isn’t just about protecting your finances and deciding how you want to distribute your assets and to whom. A complete estate plan also includes your healthcare documents, which allow you to appoint a medical power of attorney and leave explicit wishes regarding your end-of-life care. This would give your family a predetermined plan to follow in the case of a medical emergency, instead of having to make those important decisions on their own.

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