Regardless of your age, financial situation, or marital status, an estate plan is a good idea--for you and your loved ones. Estate-planning documents include a will and both financial and health care powers of attorney. The main purpose of this planning is to ensure that the client’s estate passes to the right person, at the right time, in the right way, and in a way that minimizes tax liability.

Regardless of your age, financial situation, or marital status, an estate plan is a good idea--for you and your loved ones. Estate-planning documents include a will and both financial and health care powers of attorney. The main purpose of this planning is to ensure that the client’s estate passes to the right person, at the right time, in the right way, and in a way that minimizes tax liability.