Creating a basic estate plan is an essential step in ensuring your wishes are honored and your loved ones are protected.

Creating a basic estate plan is an essential step in ensuring your wishes are honored and your loved ones are protected. At a minimum, a solid plan should include a Will, a Durable Power of Attorney for financial matters, a Health Care Directive, and a Health Care Power of Attorney. These documents allow you to name guardians for minor children, designate who will manage your finances or make medical decisions if you’re incapacitated, and clearly direct how your assets should be distributed after your death. Without a plan, your estate will be handled according to your state’s default laws, which may not reflect your personal preferences. Taking the time to prepare now can prevent confusion, conflict, and unnecessary legal costs later.

If you have questions about creating an estate plan, give us a call at 253.858.5434 to make an appointment today.