Estate Planning Wills, trusts and powers of attorney are important tools that may be part of an effective estate plan. We will work hand in hand with your estate and tax planning professionals to minimize taxes and make sure your wishes are carried out in accordance to your personal and financial goals. Estate planning is not a one-time activity so it's important to regularly review your plan to ensure it accurately reflects your goals. Have a Question? Name Email Phone Question Thank you! Oops!