Estate Planning

Providing peace of mind through comprehensive estate planning services.

What is Estate Planning?

Common Misconceptions About Estate Planning

What are the Dangers of Not Having an Estate Plan?

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Estate planning is the process of making a plan for what will happen to your money, property, and personal responsibilities after you pass away or if you become unable to make decisions.

It typically includes:

1. Writing a will – Deciding who gets your property and who will take care of your dependents.

2. Naming beneficiaries – Specifying who will inherit things like life insurance or retirement accounts.

3. Setting up powers of attorney – Choosing someone to manage your finances or make healthcare decisions if you’re unable to.

4. Planning for taxes – Minimizing taxes or fees on your estate so more goes to your loved ones.

5. Creating healthcare directives – Outlining your medical preferences if you can’t communicate them.

In short, it’s about protecting your loved ones and ensuring your wishes are followed.