
Estate Planning
When you think of an “estate plan,” you may think of a Last Will and Testament that directs where your property goes once you are gone. That is certainly part of an estate plan, but a well-designed estate plan does much more. It includes instructions for your financial affairs and care if you become incapacitated and names a guardian for your minor children’s care and inheritance. An estate plan can also help protect your and your family’s privacy and reduce unnecessary expenses.
Included in our estate plan options:
Will Package:
•Will
•Guardianship Designation (if applicable)
•Power of Attorney for Property
•Power of Attorney for Healthcare
•Living Will
•HIPAA Authorization
•Disposition of Remains
Living Trust Package:
•Living Revocable Trust
•Pour-over Will
•Transfer of Primary Residence to the Trust
•Guardianship Designation (if applicable)
•Power of Attorney for Property
•Power of Attorney for Healthcare
•Living Will
•HIPAA Authorization
•Disposition of Remains
Contact our office to learn more about your estate planning options.