Approaching Retirement

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As you grow older, having your estate planning in order can be a wonderful gift to your family and loved ones. A strong Will makes clear your desires for eventually distributing your estate and gives you control over your legacy. As your estate grows you may want to consider creating a Revocable Living Trust that can save your family from the time, cost, and stress of the probate process.

Establishing thorough Financial and Health Care Powers of Attorney allow a trusted agent to act on your behalf if you are incapacitated due to illness or injury. Having these documents in place can save you from having to appoint a guardian through the court process.