Successful Estate Planning, Tailor-Made

Resource Center

by Matthew T. McClintock, JD | VP of Legal Education, WealthCounsel

Call it, if you will, a first principle of estate planning: What fits you now won’t fit you forever. Estate planning professionals understand that an estate plan is not something you do once, check off on your bucket list and you’re done. It’s not a one-time affair. Like the tuxedo with its various pieces from bowtie to shoes, a well-designed estate plan is complete, integrating all the necessary elements, i.e. Durable Powers of Attorney – Medical and Property, Beneficiary Designation forms, Living Wills, one or more trusts (Irrevocable Trust, Living Revocable Trust, etc.), a Pour-Over Will.

Please complete the form below to download this WealthCounsel Insight Brief to learn more.