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Estate Planning 101:
A Tutorial

What is Estate Planning?

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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 of what happens when you pass away or if you become incapacitated.

Lessons in Estate Planning 101:


What do I do next?

Some people think of Estate Planning as similar to building a home which keeps your family safe from the weather. These lessons are a foundation. You can build on this information to complete a solid structure, which will protect you and your family from a storm. This safe spot is made up a several options. The following articles and posts will help you prepare for completion of the estate planning process.

If you want to protect your family NOW,

don't delay and give me a call at

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I look forward to helping you.