Estate Planning

Estate planning is like fastening seatbelts: Must be done before the unexpected happens.

Prepare! You owe it to your family! A will isn’t enough. Probate of wills is slow, public, stressful and costly -- it vastly increases the family’s pain when something happens to you. A living trust based estate plan avoids probate and takes the uncertainty and frustration out of handling your affairs when you no longer can -- designating the who, what and how for financial and health care decisions.

Estate Planning Building Blocks:

Revocable Living Trust
Legal entity to avoid probate and reduce stress, delay and cost in handling affairs when something happens to you. Replaces traditional will.

Pourover Will
Covers any assets not funded in your Living Trust.

Power of Attorney for Assets
Empowers a person you name to manage your property in case of incapacity.

Power of Attorney For Health Care (Part of Advance Health Care Directive)
Empowers a person you name to make health care decisions for you in case of incapacity.

Advance Health Care Directive 
Instructs doctors and hospitals on your desires regarding health care treatment in case of permanent incapacity.

Transfer Documents
Letters and deeds to transfer property into your Living Trust.

Instructional Material
Guidelines for you and for your successor trustees and agents.