Estate and Tax Planning Estate Planning Do you have a plan for your estate or will you leave it for your heirs to plan? The following are important to consider when making estate plans. Our Estate Planning PartnerOur firm works with your financial advisor. A low-cost efficient team approach to address all of your estate planning needs.Schedule an appointment today Trusts Revocable TrustA trust whereby provisions can be altered or canceled dependent on the grantor. Irrevocable TrustA trust that can't be modified or terminated without the permission of the beneficiary. Wills Your detailed financial plan will address both a Last Will and Testament and a Living WillLast Will and TestamentThis is the official document drawn up which names the executors and heirs of your estate. You should consult with a qualified Estate attorney regarding your specific situation.Living WillA living will takes care of your last wishes from a medical point of view. This is often a difficult discussion to have with your loved ones, but very necessary. Your family should know your wishes.When you and your family sit down with your selected estate attorney, the attorney will explain this Will in detail, and help you create a Will that addresses your plans.