Planning Your Estate and Legacy

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Estate Planning  

Estate planning is more than just a collection of documents.  It is the way in which you pass a legacy to your family. Depending on who you are, that could be a business, a home, what is left of your nest egg, an old car, a cherished art collection or a family heirloom.  It could be all of those things.  Estate planning is also the way to specify who will make healthcare and financial decisions for you if you are unable to do so.  Think about how important that is and which person in your life you trust to make the right decisions at the right time.  Security, peace of mind, assurance and clarity.  These are the goals of estate planning.  

Learn more about different estate planning documents.

WILLS TRUSTSTRUST FUNDINGPOWERS OF ATTORNEY • LIVING WILL  • BENEFICIARY DEEDS