A legacy is more than assets. These core documents make sure your wishes are followed and your family is cared for.
Estate planning is not only for the very wealthy. It is how every family makes sure decisions are made by the people they trust.
The essentials
A will, a revocable living trust where appropriate, financial power of attorney, healthcare directive, and up-to-date beneficiary designations on every account and policy.
Beneficiaries override wills
Retirement accounts and life insurance pass by beneficiary designation. An outdated form can send assets to the wrong person, whatever the will says.
Review with an attorney
We coordinate with estate attorneys so your financial plan and your legal documents tell the same story.
This article is for educational purposes only and is not tax, legal or investment advice. Speak with a licensed professional about your own situation.
