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Senior Estate Planning

Take these steps to protect your family.

Take these concrete steps to establish an estate plan and consider what could happen if you become incapacitated before your death and are unable to handle your own affairs.


1. Make Your Will- If you don’t have a simple will, let us help you.

Children- If you have children under 18, name a personal guardian for them in your will. If both you and the other parent were unavailable, the local court would follow your wishes and appoint this person (absent a good reason not to) as guardian, to raise the children.


Assets- Your will directs who gets what after your death. You can make it simple—“everything to my children, to share equally”—or leave specific items to specific beneficiaries. You don’t have to leave anything to family members if you don’t want to, but if you’re married, know that a disinherited spouse could probably claim some of your assets.


2. Create Durable Powers of Attorney and a Living Will

Think about the possibility that at some time, you might become incapacitated and unable to handle your day