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Estate Planning

Estate Planning

You don’t want to leave the future of your estate up to chance. Let us help in giving you the maximum peace of mind.

 

WHY DO I NEED AN ESTATE PLAN?

Regardless of your net worth, having possessions that you would like to leave to those you hold closest to you leaves open the reason alone to plan now.
If you own anything at all, and if there is even the slightest chance that there will need to be decisions made on your behalf, then planning now will help secure the future of your property.

Planning now will help you:

Protect your beneficiaries & your property:
Putting together an estate plan helps to protect your minor or adult beneficiaries from poor decisions, outside influences, or creditor problems. This can even help prevent family discord and costly legal expenses in the unfortunate event of your passing.

Avoid Probate:

Avoiding probate is the most common reason to seek out the advice of an estate planning attorney.

Provide power of attorney in the unfortunate event you are unable to make decisions for yourself.

Reduce estate taxes:

You worked hard your whole life to give your loved ones the fruits of your labor.
One thing that is generally a great motivator in planning your estate is to avoid the significant loss of one’s estate to the payment of state or federal inheritance taxes

What should you include in your estate plan?

Wills & Trusts
Gift Transfers
Charitable Planning
Living Will
Living Trust

Document

Last Will and Testament

Decide what happens to your property

Hand Shaking

Living Trust

Preserve your assets for your loved ones, and help avoid any additional delays and expenses with the court later by taking control now.

Estate Planning

Living Will

(Advance healthcare directive)
Make your health care wishes known now in the event you’re unable to communicate them later.

Health Care

Healthcare Power of Attorney

Appoint someone you trust to make health care decisions for you in case you’re incapacitated.

Suitcase

Power & Types of Power of Attorney

(adding definitions for potential client sake)

Gavel

General Power of Attorney

Lock

Limited Power of Attorney

Money Bag Dollar

Financial Power of Attorney