Estate planning foundations

Design a plan that aligns with your goals: minimizing court involvement, managing taxes, protecting beneficiaries, and planning for incapacity.

Core documents

• Will and pour‑over will.
• Revocable trust and funding.
• Durable POA; health directive; HIPAA.

Advanced strategies

• Credit shelter trusts, QTIP, gifting.
• Special needs trusts; spendthrift clauses.
• Estate tax thresholds and portability.