Your estate plan should change and grow with your family. Be sure to update it regularly to adapt to your changing needs and goals.
Where there’s a Will, there’s a way to….
- Appoint a guardian to care for minor children
- Distribute assets according to YOUR wishes
- Select a trusted person to settle your estate
- Appoint a Trustee to protect a minor’s inheritance
- Provide for a family member with special needs
- Engage in tax planning with your spouse
- Make charitable donations
Update your estate plan after these life events:
- Getting married
- Becoming a parent
- Finalizing a divorce
- Death of a family member or other beneficiary
Your estate plan might also include:
- Health Care Power of Attorney
- Durable Power of Attorney for Finances
- Beneficiary Designations on Retirement Accounts
- Life Insurance and Long Term Care Insurance
- Revocable, Irrevocable, or Special Needs Trust
- Business Succession Plan
- Gifting and Tax Planning Strategies