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Overview

Frequently asked questions

Essential estate planning and more
What is estate planning?

Estate planning involves preparing for the management and distribution of your assets in case of incapacitation or death. It includes creating documents like wills, trusts, and powers of attorney to ensure your wishes are carried out and your loved ones are provided for.

Who needs an estate plan?

Estate planning is beneficial for individuals of all ages and financial statuses, not just the wealthy or elderly. If you own property, have minor children, or want to make specific decisions about your healthcare and finances, an estate plan is necessary.

What are the key components of a well-designed estate plan?

A comprehensive estate plan typically includes a will, trusts, power of attorney, healthcare directive, and beneficiary designations. These documents work together to manage asset distribution, minimize taxes, and address personal wishes.

What's the difference between a will and a trust?

A will is a document that outlines how your assets should be distributed after death and goes through probate. A trust, on the other hand, can manage assets during your lifetime and after death, often avoiding probate and offering more privacy.

Rick Warren, author of The Purpose Driven Life

“The greatest gift you can give those you love isour time. Second is a legacy that will last beyond your time.”

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