Estate planning is one of the most meaningful ways to protect your loved ones and secure your legacy. Regardless of age, health, or financial situation, a well-structured plan safeguards your interests during your lifetime and provides clarity and peace of mind after you’re gone.
Revocable Trust
Allows you to manage your assets during life and decide how they will be distributed at death. You may amend or revoke the trust at any time. When properly drafted, a trust avoids probate—saving your loved ones time, cost, and stress.
Last Will and Testament
Specifies how your property will be distributed and allows you to name guardians for minor children. Unlike a trust, a Will must go through probate, the court-supervised process of settling an estate.
Powers of Attorney
- Durable Power of Attorney – Appoints someone to handle financial and personal affairs if you become incapacitated.
- Medical Power of Attorney – Appoints someone to make healthcare decisions on your behalf, consistent with your wishes.
Living Will
States your preferences regarding life-sustaining treatment. If two physicians determine you are in a terminal or permanently unconscious condition, it directs whether you wish to remain on life support.
Funeral Designation
Allows you to set out your funeral and burial wishes and authorize someone to carry them out, including prepaid arrangements.
Why Create an Estate Plan?
- Your wishes are clearly documented and legally enforceable
- Loved ones are not left guessing about your intentions
- Your estate avoids unnecessary delays, costs, and emotional strain