For Individuals:
Why You Need an Estate Plan

Why Do I Need an Estate Plan?

If you care about:

  • Who eventually receives and benefits from your money and property,

  • Who will take care of your minor children if you cannot,

  • Who will take care of your pets if you cannot,

  • How you will be cared for should you no longer be able to care for yourself,

  • What life-prolonging medical care you wish to receive if you are unable to make your wishes known,

  • Helping the causes you care about to continue their important work, and

  • Taking advantage of strategies that help you save on estate taxes,

then, regardless of the amount of money you have, you must have an estate plan…

An estate plan is a series of documents that represent your instructions on these important matters.

These documents typically include:

  • A will or living trust

  • Power of attorney

  • Health care directives

  • Funeral arrangements

  • Beneficiary designations

For information on attorneys and other professional advisors as well as other resources that can help you with your estate planning, please visit the following websites: