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WHY ESTATE PLANNING MATTERS


Your estate is your legacy to your loved ones. A well-prepared estate plan provides legally binding instructions to your family, ensuring your voice is heard and wishes are fulfilled. 

There may come a time when you need to rely on someone else to make critical property and health decisions for you. 

WHAT A COMPREHENSIVE ESTATE PLAN SHOULD DO


  • Contain  detailed instructions for financial and health care decisions should you become incapacitated. 

  • Appoint a guardian for your children. 

  • Be a living, breathing plan, with flexibility to endure many family and financial changes. 

  • Minimize taxes, court costs, and legal fees.

  • Reflect your personal values and beliefs. 

  • Provide instructions on transitioning your business at your disability or death. 

  • Set parameters around the distribution of your estate.

ADDITIONAL RESOURCES


The following primers provide general information regarding estate planning, incapacity planning, and wealth transfer taxation (i.e., Estate Tax, Gift Tax, and GST Tax).  Download the resources below to learn more.