Four Reasons It’s The Perfect Time to Focus on Your Estate Plan

Estate planning involves determining how your assets will be preserved, managed, and distributed after death. It also takes into account the management of an individual’s properties and financial obligations in the event that they become incapacitated.


You have an estate if you have assets.


These four converging forces are the perfect reason you should not wait to have an important discussion with your financial professional and legal advisor about your estate plan.

  1. High inflation

  2. Historically low interest rates

  3. Lower tax rates

  4. Changing legislation


Use this checklist to help you make sure your plan covers all it should.


Protect yourself

  • Powers of Attorney

  • Health Care Directives • Chronic Illness Plan


Protect your legacy

  • Last Will and Testament

  • Revocable Living Trusts

  • Business Succession Plan


Explore tax reduction strategies

  • Gifting

  • Trusts

  • Charitable Planning


Implement Your Plan with a Team of Advisors


A team of advisors (estate lawyer, CPA, wealth manager, and life insurance professional) will help make sure you cover all your bases, sign your documents, suggest you have a family meeting to explain your desired goals for your wealth and legacy plans, and ensure you revisit your plan on a periodic basis. Schedule a time to speak with us if you need help with your life insurance or assembling a team of advisors to help.

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