ESTATE PLANNINGprintbutton


estate-planningEstate planning is all about your control over what happens to the assets you have accumulated over the course of your life and control over your healthcare. An estate plan includes documents that you may need during your life, as well as after your life.

During your life, an estate plan can avoid court intervention by your family and seamlessly allow those who you designate to step in and make financial and healthcare decisions for you in the event you can no longer make decisions for yourself.

After your life, an estate plan can help you avoid costly probate while maximizing your estate tax savings, and ensure that your assets are distributed according to your wishes.