Which Estate Plan is Right for You?

Under $500K

Basic planning focuses on will, healthcare directives, and simple beneficiary designations

$500K - $2M

A revocable trust may be worth considering for probate planning, privacy and incapacity.

$2M - $5M

Trusts and beneficiary planning often matter here. Tax exposure depends on your state and your beneficiaries.

Over $5M

Estate tax planning may become relevant, along with trust, charitable and multi-generational structures.