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What is Estate Planning?
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Estate planning is not just for the wealthy. Your estate plan determines who inherits your assets and how they receive them.

Reasons to create and maintain an estate plan include:

  • Naming a guardian for minor children
  • Planning for the care of a pet
  • Distributing assets
  • Reducing taxes and probate fees
  • Passing along a family business
  • Protecting health benefits for special needs children
  • Maintaining control in the event of incapacitation
  • Ensuring your end of life wishes are honored
Failing to create an estate plan means state law determines how your assets will be distributed.

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