09/02/2026
Estate planning is really about making sure your wishes are documented and the right people are positioned to help carry them out.
Depending on your situation, that may involve documents such as a will, trust, power of attorney or health care directive—and it also means keeping beneficiary designations in mind.
The right documents depend on your circumstances, so estate planning is a good conversation to have with the appropriate financial, legal and tax professionals as part of your overall plan