Estate Planning

Estate planning isn't just for people with significant wealth. Anyone who wants a say in how their assets, healthcare decisions, or loved ones are cared for can benefit from having a plan. 

A will is an important part of an estate plan, but it's only one piece. A comprehensive estate plan also considers trusts, beneficiary designations, powers of attorney, and other documents that work together to carry out your wishes. 

State laws don't always align with your intentions. Without a coordinated estate plan, assets may not be distributed the way you expect.

A good estate plan also prepares for periods of incapacity by identifying who can make financial and healthcare decisions on your behalf if you're unable to do so.

Many people assume estate planning is something to think about later in life. In reality, major life events—like getting married, having children, purchasing a home, or building wealth—are often the best time to start planning. Estate planning helps ensure your wishes are in place before you need them.