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Protecting Your Wishes

When you plan for the future of your estate, you are assisting your loved ones in carrying out your final wishes without indecision or speculation. In the simplest terms, your estate plan is a blueprint that outlines what you would like to happen with your home and assets when you are gone. An estate plan has the ability to help increase communication with family members and help ensure you wishes are carried out smoothly.

Where to Begin

Your estate plan often begins with a financial plan you draft with your financial advisor. During the planning process, your advisor may suggest you work with an attorney to draft a handful of important documents that will make decision-making easier for your loved ones. Examples might include financial and medical powers of attorney to allow another individual to make decisions for you if you become too impaired, guardianship documents to designate caretakers for your minor children and a will to outline what you鈥檇 like to have happen to your assets after your death.

We鈥檒l also share tools like our Journal of Wishes and Records, which can be a central resource with information on other estate planning documents.