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Estate planning can seem overwhelming, but we’re here to make it easier. Find answers to common questions below about estate planning, its importance, and how we can help protect your future.

Estate planning is the process of arranging how your assets will be managed and distributed after your death, as well as who will make decisions on your behalf if you become incapacitated. It’s crucial because it ensures your desires are respected, helps you avoid probate, reduces taxes, and provides protection for your family.

Probate is the legal process of validating a will and distributing an estate. While necessary in some cases, it can be costly and time-consuming. Estate planning tools, like trusts, can help you bypass probate.

Special needs planning involves setting up a special needs trust to protect the financial future of a loved one with disabilities. It allows them to receive financial support without affecting their eligibility for vital government benefits like Medicaid and SSI.

Powers of attorney allow you to designate trusted individuals to make financial or healthcare decisions on your behalf if you’re incapacitated. This helps avoid delays in decision-making and prevents the need for a court-appointed guardian.

Medicaid planning enables you to qualify for Medicaid benefits while preserving your assets. Without proper planning, you may have to spend down your assets to qualify for Medicaid, but we can help structure your estate to safeguard what you’ve worked hard to accumulate.

Estate planning is best done early so you’re prepared for the unexpected. Key life changes—such as marriage, starting a family, purchasing a home, or launching a business—are all great times to begin or update your estate plan. The earlier you start, the more control you’ll have over your future.