Leave a Full and Complete Estate Planning Map
Planning for the future is a vital part of life. In the event of your death, do you want your family members to fight to inherit your estate? Dying intestate (without a will and living trust) can lead to messy situations. Estate planning is worth the financial investment and time commitment. The need to have an estate plan is not clear until you realize that it is a map for your family and loved ones, who may be left behind after you pass away. These plans are important for the future of everyone involved!
Revocable Living Trusts
We offer a Revocable Living Trust that is flexible and tailored to your needs. A revocable living trust fulfills many aspects of estate planning and provides the benefit that many clients seek, avoiding Probate Court. Unlike many other estate planning firms, we will complete the entire funding process to ensure your trust has been properly funded (i.e. we will transfer the title of your real and personal property assets into the name of the trust).
Irrevocable Living Trusts
Used for special estate and tax planning considerations, irrevocable trusts are not a common requirement, but we have experience with them. They cannot be changed in any way without the unanimous consent of all beneficiaries.
Wills
Everyone's situation is different, let us draft a will that meets your wishes. A young person may only need a simple will, while more established individuals and families generally require a comprehensive and complex will. Either way, we can get the job done.
Advanced Health Care Directives
An Advance Health Care Directive is a legal document that specifies what health care decisions or medical treatment you would like to be made if you are unable to make those decisions for yourself. With this directive, you can give your agents specific, limited, or broad powers to act on your behalf. There are many different ways to structure the document and it will depend on how much power you want them to have. It is important that before making any decisions regarding this document, you think about what would be best for yourself. We can walk you through the process and answer your questions before we structure the document to be right for you.
Power of Attorney
When you create a general power of attorney, you may give another person broad power to act on your behalf. If you become incapacitated, then the power of attorney allows a close friend, family member, or loved one to handle financial dealings and obligations for you. The power of attorney is an important part of any comprehensive estate plan.
