Estate Planning Many people delay or ignore planning for their estate because they mistakenly believe that only the wealthy need estate planning. Others put it off because of the difficulty in facing the inevitable. The reality is that all people can benefit by having an estate plan developed for their circumstances. The financial advisors at D&A Wealth Management can create an estate plan customized for you by reviewing and incorporating the following items: • Wealth Transfer and Tax Reduction • Charitable Gifting • Trust Services