Estate planning is a thoughtful, intentional process that helps ensure your estate is managed according to your wishes, both after your passing and in cases of illness or injury. It involves crafting a last will and testament, designating healthcare and financial powers of attorney, and may include special needs trusts and community property agreements. For many clients, a revocable living trust is a preferred solution for avoiding probate, maintaining privacy, and administering their affairs during their lifetimes and after they pass.

Regardless of your estate's complexity, well-drafted estate planning documents, whether a will or a trust, are crucial for asset preservation and distribution, and for avoiding conflicts among family and other beneficiaries. For parents, appointing guardians for minor children may be the most important decision they make.

A healthcare advance directive (or health care power of attorney) authorizes a chosen representative to make medical decisions, and living will allows you to make end-of-life decisions. A financial durable power of attorney allows your chosen agent to manage your assets and financial affairs while you are alive.