Estate Planning

So much for him to discover in this worldProtecting our loved ones in the event of our death or incapacity is something of great importance to most of us. Regardless of the size of your personal estate, it is important to make sure that you have the proper documents in place to protect you and your family. Proactive planning helps to ensure that your wishes are carried out as you desire, and helps your loved ones avoid unnecessary headaches and legal expenses.

About the process: First, we will ask you to complete an Estate Planning Questionnaire which give us some basic information about your family and your assets. During your initial consultation we will ask you a series of important questions to set your estate planning goals for your family’s future, your financial assets, and healthcare decisions. Next we will prepare the necessary estate planning documents, carefully explaining the purpose and decision making powers outlined in each document. We will make sure that you understand the documents that you are signing, and their implications on you and your family.

Some Examples of Important Personal and Estate Planning Documents Everyone Needs:

  • Last Will and Testament
  • Burial Directive and Instructions
  • General Durable Power of Attorney
  • Health Care Durable Power of Attorney
  • Health Care Directive (Living Will)

Your Personal and Estate Planning Goals May Also Include:

  • Transfer on Death Affidavits to pass real estate outside of Probate
  • Revocable Living Trusts
  • Irrevocable Trusts
  • Special Needs Trusts
  • Trusts for Medicaid Planning
  • Pet Trusts
  • Legacy Trusts for Asset Protection