ESTATE PLANNING

Estate planning is the process of preparing for the transfer of your assets after your death. Your assets include your real estate, vehicles, tangible personal property, life insurance, retirement accounts, pension, checking account, savings account and more. Estate planning also typically includes preparing for the event you are incapacitated but not deceased.

Popular estate planning documents are as follows:

• Last Will & Testament
• Revocable Trust
• Financial Power of Attorney
• Health Care Directive
• Transfer on Death Deed