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Frequently Asked Questions

Estate planning is the planning of your estate. Your estate consists of the assets you own during your lifetime or at the time of your death.

Estate planning is important as it allows you to decide the best way to leave your estate to those you love after your passing. An estate plan also allows you to decide who you would like to make financial decisions or medical decisions on your behalf should you become incapacitated.

Anyone who wants their assets to be transferred to their loved ones after their passing should consider establishing a formal estate plan. Proper estate planning can make it easier to ensure that your wishes and needs are met if you are unable to speak for yourself.

If the gross value of your estate currently exceeds $166,250.00, you should consider creating a revocable living trust. Even if your estate does not require a trust, you should still create an estate plan to include a will, power of attorney for health care (including an advanced directive), HIPAA waiver and a power attorney for financial purposes.