Estate Planning involves making decisions and giving instructions concerning your treatment, your assets, and your family, after your death or in the event that you become incapacitated. Estate plans may include:
A will is a legal document that names an executor to oversee your estate and also names your beneficiaries and how they will receive property. A will is also a good place to name the guardians of any minor children.
There are many types of trusts that can range from simple to complex. Types of trusts include revocable, irrevocable, discretionary, special needs, living, and more. Let us help you determine which type of trust best fits your needs!
Powers of Attorney
Power of attorney is a legally binding document which allows you to appoint someone to manage your property, medical, or financial affairs in the event that you are incapacitated or not physically present to make decisions on your own behalf. Powers can be very broad or very limited.
Health Care Directives
A health care directive names an agent that you want to act in your behalf in the event that you become unable to communicate your health care wishes. It indicates how much medical care you do or don’t want and who will work with the doctors to determine your care. Your agent may also be able to access your medical records.
Contact us for a consultation, and we can help you determine what is best to include in your estate plan!
15 S Main Street, Suite 301