Estate Planning

Estate planning isn't just for the wealthy — it's for anyone who wants to decide what happens to their belongings and their care if something happens to them. We prepare the documents that make sure your wishes are honored.

Here's what each document does:

• Last Will & Testament — states who receives your property and who you want to care for your children.

• Revocable Living Trust — lets your assets pass to your loved ones without going through probate court. Can be changed anytime while you're alive.

• Power of Attorney (Financial) — designates someone to manage your money and property if you're unable to.

• Advance Healthcare Directive — tells doctors what medical treatments you do or don't want.

• HIPAA Authorization — allows your chosen person to access your medical information.

• Trust Deed — transfers real property into your trust.

Not sure which documents you need? Many clients start with a Will and POA. Contact us and we'll help you figure out the right package for your situation.