Estate Planning Estate planning is more than deciding who will inherit your house after you're gone. It often involves a team consisting of an attorney, a financial professional, an insurance professional, and yourself. However, whether you are establishing a new estate plan or revising an existing one, only you can provide the guidance, direction, and information your estate planning team needs to develop an effective plan.Our team will ensure that your current estate plan along with existing tax laws will allow you to formalize your wishes, minimize administrative burden and maximize the value distributed to the people and causes you cherish. The Importance of Proper Estate Planning Without the proper legal, financial, and health care protection, you may be at risk should you become incapable of directing your own affairs. Advance directives are important planning tools that can set forth your preferences in the event an accident or illness impairs your ability to make decisions.