Estate Planning

The process of planning for an orderly and cost-effective transfer of your property to loved ones during and after your life. Estate planning includes preparing a will, possibly preparing one or more trusts, considering and, if appropriate, buying life insurance, ensuring you have current beneficiary designations for any retirement accounts, and appointing a power of attorney for financial decisions. Estate planning may also include preparing documents, such as a living will and advance healthcare directive, to ensure that someone will be able to make decisions for your healthcare in the event that you become incapacitated.

Download Tomorrow for free to start your estate plan.