What Should an Estate Plan Include?

A properly drafted Estate Plan consists of personal, legal, and financial planning to ensure that your property is managed in the way that you want, rather than letting the state decide what will happen to your assets. At a minimum, this means having a Last Will and Testament.

But you can go a step further by structuring your estate to minimize or eliminate the need for probate through tools like trusts and beneficiary designations. You can also appoint trusted individuals to serve as your designated agents to handle your healthcare and financial decisions in the event that you are unable to by executing one or more Power of Attorney documents.

Your estate planning attorney can evaluate your assets and ownership interests to determine your options. Estate planning can be overwhelming, but we our goal is to empower you to take charge of your legacy.