CLICK ON AN ICON TO REVEAL MORE 07. Estate Planning We review your current estate plan. Perhaps it is out of date or changes need to be made, we can facilitate the process. Perhaps there are • Create a Legacy Statement special needs or complex family • In-Depth Beneficiary Review dynamics that need to be planned • Review Account Registrations for. Estate Planning can be a • Discuss Wills, Living Trust, Other Trusts complicated process and we are • Powers of Attorney (Durable and Medical) here to work along side you and a • Guardianship (Personal, Parents, Children) qualified estate attorney to design or update a plan that will provide • Estate Taxes and Tax Implications of Inherited Assets for you now and your heirs in the • Collaboration with Estate Planning Professionals future. • Estate Planning Recommendations