Broker Check

Estate Planning

Everyone Needs an Estate Plan

Each person has different needs, depending on their age, health situation, family dynamics, and financial situation.  If you have young children, you will need to name a guardian for your children to ensure that your assets will be protected if you pass away while they are still young.  If you are older, you may be concerned about protecting your assets from the cost of long-term care, ensuring financial security for your future and leaving an inheritance for your children and grandchildren once you pass away.  If you are single, widowed or divorced, it is important that you designate someone to handle your affairs if you become incapacitated or pass away. If you don’t, a court will most likely appoint a family member or close friend to handle your affairs for you, and it may or may not be the same person you would have chosen if you had an estate plan.

Estate planning includes:

  • Traditional estate planning, including wills, revocable trusts, powers of attorney, and advance medical directives
  • Advanced estate planning, including irrevocable trusts and advanced tax strategies
  • Probate and trust administration
  • Charitable planning, including private foundations and charitable trusts
  • Premarital agreements
  • Special needs trusts
  • Guardianships and conservatorships