When people hear “estate planning,” they often think of a will. However, a comprehensive estate plan is more than just one document—it’s a comprehensive strategy to protect your assets, family, and wishes.
What Makes Up a Comprehensive Estate Plan?
- Last Will and Testament
- Revocable and Irrevocable Trusts
- Power of Attorney
- Health Care Directives
- Beneficiary Designations
- Avoids probate and legal delays
- Reduces tax burdens
- Ensures decisions are made by people you trust
- Provides clarity and peace for your loved ones
