08/25/2026
Should I wait to do my estate planning until I know whom I want to leave my money and property to?
No. You do not need to be completely certain about who should receive your money and property before beginning the estate planning process. Together, we can discuss your priorities, relationships, and long-term goals and develop a plan that reflects your current wishes. Because your circumstances may change over time, your estate plan can generally be updated to change your beneficiaries as needed.
Keep in mind that who gets your money and property is only one component of an estate plan. In addition, it provides instructions regarding your healthcare wishes and appoints individuals to make financial and medical decisions for you if you cannot make or communicate them yourself. Additionally, you may change the individuals named as your trusted decision-makers at any time, provided that you have the legal capacity to do so.