Estate Planning empowers you to ensure that your wishes are respected and that your loved ones are spared from the burden of confusion and stress.

 

At its core, estate planning involves creating crucial documents such as wills and trusts. These documents serve as your voice after you're gone, specifying how your assets should be distributed and managed. It's important to note that estate planning is not just about significant assets; even personal items with sentimental value should be considered in the planning process, strengthening the emotional connection to your legacy.

 

Starting the estate planning process may seem overwhelming, but it's crucial. Having these discussions now can alleviate future stress. Consider sitting down with your family or a trusted advisor to begin outlining your wishes, as everyone deserves peace of mind regarding their legacy.

 

Here are five steps to get started on your estate planning:

 

1. Assess family goals and needs

2. Gather key documents and information

3. Discuss healthcare and incapacity planning

4. Plan for minor children/grandchildren and those with special needs

5. Contact Tracy to remove your stress and feel more empowered