ESTATE PLANNING

Leave a Lasting Legacy

Estate planning can help with more than just protecting financial matters. It also allows you to name a guardian for your children, choose who will make medical decisions on your behalf, and specify your end-of-life wishes. Planning for the future can feel overwhelming, but with personalized guidance and expert solutions, we make the process clear, manageable, and tailored to your unique needs. Let us provide the peace of mind that comes from knowing your future—and the future of those you care about—is protected.

Frequently Asked Questions

  • A Last Will and Testament is a foundational element of any estate plan. It allows you to specify how your assets should be distributed after your death and appoint guardians for minor children. Without an estate plan, your estate will be distributed following the guidelines of the state law known as the process of intestacy. With a will in place, you have control over beneficiaries to inherit your estate, protection from unwanted parties inheriting, and planning for your loved ones' future. 

  • A revocable living trust is a powerful tool that allows you to manage your assets during your lifetime and distribute them according to your wishes after your death, without the need for probate. It can also offer additional privacy, incapacitation, and tax planning benefits. 

  • A Special Needs Trust is designed to provide for the long-term care and financial needs of a loved one with disabilities without jeopardizing their eligibility for government benefits.

  • A durable power of attorney is a legal document that grants someone you trust the authority to make financial decisions on your behalf if you become incapacitated and cannot make decisions for yourself. This advanced planning tool can prevent legal complications and spare your family avoidable additional stress. 

  • A durable medical power of attorney for health care allows you to pick someone you trust to make health care decisions for you in the event you become incapacitated and cannot make decisions for yourself. This may include consenting to or withholding medical treatment, reviewing medical records, and consulting with medical professionals on your behalf. 

  • An advance healthcare directive, also known as a living will, outlines your preferences for medical treatment if you are unable to make them known. This document can specify your wishes regarding life-sustaining treatment, pain management, and other critical healthcare and end-of-life decisions sparing your family the additional stress and uncertainty regarding your wishes to help them know how to honor your values. 

WANT TO KNOW HOW ESTATE PLANNING CAN HELP YOU?

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