Leading the charge in advisory servicesforward-looking planning for your personal and business needs
Advisory › Wealth & succession › Estate Planning
Estate Planning
What happens to what you have built. Covers the documents themselves, making sure they are actually funded through asset ownership and beneficiary designations, provision for debts, and the particular questions that arise where minor children or adult children with disabilities are involved. Run alongside your attorney.
- Meetings/discussion with attorney
Estate Planning Basics
- General discussion around estate planning
Documents
- Consider a last will and testament including a statement of desires
- Consider a living will/advanced health care directive
- Consider a financial power of attorney
- Consider a health care power of attorney
- Consider a revocable trust
Funding
- Asset ownership
- Beneficiary designations
- Cover your debts
Minor Children or Adult Children with Disabilities
- Guardian or conservator
- What ifs
- Living expenses versus supplemental expenses
- College funding/529 plan