What is an Estate Plan?
An Estate Plan is a series of legal documents that allow you to control how your estate is managed and disposed of both after your death and during your life should you become incapacitated. An Estate Plan will help reduce or eliminate the uncertainties of probate administration; help maximize the value of your estate by reducing taxes and other expenses; and designate guardians for any minor children or dependent beneficiaries. An Estate Plan is as simple or a complicated as your needs dictate but ultimately the goal of an Estate Plan is to help you execute your specific wishes.
Estate Plan Facts