ESTATE PLANNING RESOURCES

Estate Planning Considerations

• Do you want specific assets to go to specific individuals?
• Do you want the state to decide who receives your assets?
• Do you want someone to be able to handle your financial affairs if incapacitated?
• Do you have specific guardians in mind for the care of minor children?
• Do you want to minimize costs to your heirs?
• Do you have medical directives your heirs should be aware of?

Estate Planning Documents

• Preparing wills and possibly establishing a living trust
• Designating beneficiaries on life insurance policies and retirement income plans
• Determining power of attorney and designating individual(s) to handle financial affairs
• Establishing advance healthcare directives
• Appointing guardians for the care of minor children
• Other considerations, as applicable

It’s important that these plans and documents be periodically reviewed and adjusted as major life changes occur.