What is Estate Planning and why is it so important?

We all spend our entire lives working, saving, and trying to accumulate wealth. Estate planning is necessary to make sure your desires are fulfilled at the end of your life and possibly avoid or minimize fees and taxes.  A proper estate plan should allow you to distribute your assets and investments to your loved ones as you see fit.

These are the most common documents attorneys use to begin proper estate planning. They can and should be tailored to your specific needs and goals, as one size does not fit all:

  • Wills
  • Powers of Attorney
  • Health Care Proxys/Living Wills
  • Trusts
  • Beneficiary designation forms

We work with our clients’ attorneys to ensure these documents properly dovetail with the rest of the financial plan. This is one of our most important roles, and is not always done by other advisors.

Life insurance can also be a very important part of an estate plan as it may provide much needed capital at the end of life, reducing financial stress while one is grieving.  It can be such a critical part of the financial plan and usually one that can and should be navigated when people are happy and healthy.


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any questions that we can help you with.