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Estate Planning

Working with your aging loved one on estate planning early ensures their wishes are respected, reduces future stress, and avoids potential legal or financial issues. 

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​Estate Planning Overview

Estate planning includes four key components: Wills, Trusts, Financial Power of Attorney, and Medical Power of Attorney. Except for Trusts (which offers added benefits and protections), your aging loved one should have all of these in place.

Since this can be a sensitive topic, it’s crucial to understand each component, the risks of delay, and effective ways to start the conversation.

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Explore the building blocks of estate planning to safeguard your parent’s wishes and legacy

Wills

A will is a legal document that designates who inherits assets and assigns an executor, and it's essential to ensure one exists and reflects current wishes before it's needed.

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Trusts

A trust manages and distributes assets according to specific instructions while avoiding probate, minimizing taxes, and ensuring smoother, more private wealth transfers.

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Financial Power of Attorney

A Financial Power of Attorney authorizes someone to manage another person's financial affairs if they become unable to do so themselves.

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Medical Power of Attorney

A Medical Power of Attorney designates healthcare preferences when someone cannot communicate their wishes, ensuring decisions align with their values and avoiding family conflicts.

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