Why Everyone Needs an (Up-to-Date!) Estate Plan

An up-to-date estate plan goes beyond just trying to minimize taxes and expenses. At its core, estate planning ensures that your assets transfer to whom you want and that the right person(s) has the power to make financial and medical decisions on your behalf. In addition, by removing uncertainty about your wishes in case of incapacity or death, a proper estate plan provides peace of mind for you and your loved ones.