Login

Get the app

Forgot Password / Enroll

Login

 


Tying Up Loose Ends

Putting Your Affairs in Order

No one ever plans for disruption in their life, whether getting sick, becoming disabled or hospitalized.  However, it's exactly this kind of planning that can make all the difference for you and your family if something does happen. Estate planning, documenting your wishes, and protecting your loved ones are all vitally important.

In addition to a will, a complete estate plan may benefit from a trust, power of attorney, living will, and health care designation. Estate planning also contemplates disability, asset protection, and health care planning. Due to changing tax laws and family circumstances, it is important to review estate planning documents every three to five years. Our estate planning specialists can guide you through this complex process to ensure you and your loved ones are properly protected during a sensitive time.

For your convenience, this useful guide can be downloaded or printed to help with the process of putting your affairs in order.

Download the Guide

Have questions? Ready to start planning?

Contact a member of our experienced team today.

Contact Wealth & Trust