Clarity about what you want. Clarity about who should make decisions. Clarity about who is authorized to act. Clarity about how your affairs should be handled if you become unable to manage them yourself or after you pass away.
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We are living in what many call the information age. Years ago, it was difficult to find information. Today, the challenge is the opposite. There is so much out there that it becomes hard to know what is accurate, what applies to you, and where to even begin. I see that every day when I sit down with clients.
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When most people think about estate planning, they focus on what happens after they pass away. While that is certainly an important part of the process, it is only one piece of the bigger picture. A well-designed estate plan also answers a critical question many people overlook: what happens if you are still living but unable to make decisions for yourself?
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