Frequently Asked Questions

Estate planning is the process of arranging and managing your assets in a way that ensures they are transferred to your beneficiaries in the most efficient and cost-effective manner possible

Estate planning is important because it helps you ensure that your assets are distributed according to your wishes and that your loved ones are taken care of after you pass away. It can also help minimize taxes and avoid probate.

An estate plan typically includes a will, trust, power of attorney, and healthcare directive. Depending on your situation, other documents such as a living will or a special needs trust may also be necessary.