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What is Estate Planning?

An estate plan includes a will, but it’s much more than that. A good estate plan outlines who you want to make financial and health care decisions if you can’t make them for yourself.

Generally, it includes a will, a trust, a durable power of attorney, a health care power of attorney, and designations (often detailed in a letter of intent) as to beneficiaries and guardianship.

The end result of these documents is to:
support family, friends, or causes that are important to you,establish control over who gets what (and who doesn't),provide for any children who need a guardian,minimize taxes and fees on your estate, and
establish ownership when you’re gone for a business or property, such as a house or car.