Estate Planning is the process of answering the questions:
What happens when I die?
What happens if I become unable to make my own decisions?

Some people (even some lawyers) think that Estate Planning is about documents…

• Will
• Trust
• Healthcare Proxy
• Power of Attorney
• Guardianship Designations
• Living Will

Other people think that Estate Planning is all about money…

• Estate Taxes
• Life Insurance Proceeds
• Probate
• Asset Ownership
• Hefty Legal Fees

All those things are not Estate Planning. They are the tools of Estate Planning (except hefty legal fees). Estate Planning is, once again…
The process of answering the questions:
What happens when I die?
What happens if I become unable to make my own decisions?

So that’s what it is… okay, why do I need to do that?

Can I include my pets in my estate plan?

Estate Planning and Your Digital Identity and Assets