An estate plan may include Living Trusts, Wills, Durable Power of Attorney, Health Care Directives, and Guardian Designations. Proper estate planning does not merely include the formation of these documents, but the process of identifying the objectives sought by the individual and putting in place the strategies that aim to accomplish his or her goals.
To get a general understanding on what is included in Estate Planning, please visit the following link:
To understand how unique estate planning is to each client, please go over our two-part article “No Estate Plan Is The Same” by visiting the two links provided below:
