Estate Planning Essentials

Estate planning is not just for the ultra-wealthy. Everyone needs a plan to protect their family and assets. Here are the essential documents and strategies to consider.

Essential Documents

• Will - Directs how your assets are distributed
• Revocable Trust - Avoids probate and provides privacy
• Power of Attorney - Designates someone to manage your finances
• Healthcare Directive - Specifies your medical care wishes

Beyond the Basics

For larger estates, consider irrevocable trusts, charitable strategies, and business succession planning. Our advisors can help you determine which tools are right for your situation.