Is the pursuit of your goals based on your individual values? Those values should be based on your financial and estate planning needs. 
During the fast pace of traditional life, most people don’t take the time to sort out what is most important to them, which means that in the event of a sudden incapacitating issue or the death of a loved one, you can miss out on the chance to include your values in your estate planning. When you think about the concept of values based estate planning, there are many different factors that could be considered, including sustainability, faith, charity, career and family.
You might have unique thoughts about your children’s or your grandchildren’s education. Setting up trusts and other estate planning tools to help accomplish these goals while also minimizing the tax consequences is instrumental. Many of your long-term goals can come more clearly into focus as you get closer to the time frame that you intend for them to be realized.
When establishing an estate plan, remember that you can keep this information in the back of your mind and can change it at any point in time, particularly if you use flexible tools like a revocable living trust. It can be hard to determine your exact estate planning goals until you’ve had the opportunity to consult with an estate planning attorney about the documents you already have and whether or not these truly line up with your unique needs. Having to update your estate planning materials on a regular basis might seem overwhelming but it is often simply one visit to your attorney’s office to discuss how to proceed.
