Life Plan
Discover how a personalized life plan creates clarity and organization for estate planning, helping you address unique goals and simplify decisions.
What is a life plan and how does it relate to estate planning?
A life plan is a comprehensive framework that organizes your personal and financial goals into a cohesive strategy. It helps you identify your priorities, clarify your legacy aspirations, and create structure around your estate planning decisions. This approach enables you to better understand how different aspects of your life connect to your estate planning needs.
