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Estate Planning

Estate planning is a comprehensive strategy aimed to ensuring your final wishes are carried out according to your plans. A proper estate plan can help outline your end of life desires to ease the burdens on your family as well as minimize taxes and maximize inheritance of the assets that you’ve worked so hard to accumulate, protect and preserve throughout your lifetime.

Components of an Estate Plan

  • Will
  • Durable Power of Attorney
  • Healthcare Power of Attorney
  • Living Will
  • Trust
  • Beneficiary Designations
  • Life Insurance
  • Long-Term Care Insurance

Estate Planning Reference and Resouces