Estate planning is the process of deciding what happens to your money, property, and responsibilities if you die or become unable to make decisions for yourself. It is about protecting the people you care about and making sure your wishes are followed with as little stress, cost, and confusion as possible. This includes:

       1. Who receives your assets (money, house, investments, personal items)

       2. Who manages things if your incapacitated or after you die

       3. How and when beneficiaries receive assets (immediately, over time, in trust)

       4. Who makes medical decisions for you if you cannot

       5. Guardianship for minor children, if applicable

       6. Minimizing taxes, legal fees, and court involvement

​

Having a plan can help prevent family disputes, avoid or reduce probate (court involvement), and protect children and dependents. In turn, this will ensure your wishes are followed and help your loved ones during an already difficult time.