An Estate Planning Checklist for Every Stage of Life

Estate planning is not only for the wealthy or the elderly. A clear plan protects your wishes, your assets, and the people who depend on you.

At minimum, most people should consider a will, a durable financial power of attorney, a healthcare power of attorney, and a living will. Those with real estate, minor children, or specific bequests benefit most from a complete plan.

Revisit your plan after major life events: marriage, divorce, remarriage, the birth of a child, the start or sale of a business, or a significant change in assets. An outdated plan can be as problematic as no plan at all.

We tailor each plan to the shifting needs of your family and finances, then help you keep it current as life changes.