You may feel that enhanced planning – wills, trusts, healthcare directives and other documents – is just for the wealthiest among us, but the truth is, everyone can benefit from having these documents in place. Careful planning can ensure an efficient transfer of your assets and help leave a legacy of family harmony.

Use the Enhanced Planning Checklist as your guide to help determine which enhanced planning documents meet your needs.

We do not provide tax or legal advice and you are encouraged to seek legal counsel in the formation of the suggested documents.