An estate plan is one of the most important elements of your financial life. The estate plan directs what happens with your wealth after you pass; effectively, a good estate plan ensures that your legacy is left in the way you want it to be left.
A complete estate plan includes several parts. This includes a will, but also, potentially, a financial power of attorney, beneficiary designations, trusts and more. There can be a lot to it, which is why you should work with a trusted financial adviser and attorney on it.
