Advance Planning
Learn advance planning strategies for estate planning. Discover proactive approaches to protect your family's future and avoid common estate planning mistakes.
How far in advance should I start estate planning?
Most families benefit from starting estate planning as soon as they have assets to protect or dependents to care for, typically in their 20s or 30s. The earlier you start, the more time you have to make adjustments as your life changes. Major life events like marriage, having children, buying a home, or starting a business are natural triggers to begin or update your estate plan. Advance planning also allows you to take advantage of strategies that become less effective or unavailable as you age or your health declines.
