Your “Estate Plan” is an arrangement for the use, preservation and transfer of your property and for your care, during your lifetime and at your death. The process of creating your estate plan is called “estate planning.” Your estate planning team can include your attorney, your accountant, your financial planner and your insurance agent.
The “primary tools” of estate planning are a Will, Durable Powers of Attorney for Health Care and Property, and a Revocable Living Trust.
Through the use of these tools, you can protect your family by taking control. Taking control of what happens when you pass away or if you become incapacitated.