Estate planning is one of the most overlooked areas of financial planning, but one of the most important steps a person can take to ensure that their assets are distributed according to their wishes and that loved ones are provided for in their absence.  A comprehensive estate plan can resolve a number of legal questions that arise whenever anyone dies, who is the personal representative or executor, who receives your assets, what assets are subject to probate or transfer directly to your heirs, what taxes and debts may need to be paid.  If you don’t have an estate plan, the state will have one for you.  Estate planning documents may include a: Will, Trust, Power of Attorney for Finances, Medical Power of Attorney, Living Will or Advance Directive. 

We will work with your attorney or an attorney in our network to develop an estate plan that will achieve your goals.

Estate Planning & Legal

Fidelity Estate Planning

Nolo

US Legal