Creating an Estate Plan for 2026

Creating an Estate Plan for 2026

An estate plan can ensure your loved ones are taken care of and your legacy is fulfilled. (Hadayeva Sviatlana/Shutterstock)

We never want to think of our own mortality. But before the time comes, you might want to make sure your loved ones are taken care of and that your legacy is fulfilled. Part of this is done through estate planning. But this can be very complex, especially considering new estate tax laws.

Here’s a guide to help you establish and future-proof your estate plan.

Assemble Your ‘A Team’

The process of estate planning involves some key roles. You’re going to want to make sure the best-of-the-best fill those shoes.