Estate Planning

An estate plan, in a nutshell, is an arrangement of documents created during your lifetime that affectively plans for incapacity and death. A comprehensive estate plan can consist of the following:

  • Will
  • Trust
  • Durable Power of Attorney
  • Living Will/Healthcare Surrogate
  • HIPAA Release

These documents each serve a particular purpose, but collectively ensure that your wishes are executed in the event that you are unable to do so. Some specific needs these documents address include:

  • Names beneficiaries that you chose to inherit your assets upon your passing
  • Names who you desire to administer your assets upon your passing
  • Names who you want making medical and financial decisions on your behalf should you be unable to do so
  • Names who you allow to review your medical records in order to make healthcare decisions
  • Determines whether or not you want life sustaining treatment should you ever be in a vegetative state
  • Protects assets from creditors
  • Plans for potential estate tax consequences
  • Plans for charitable giving during your life or upon passing
  • Allows you to extend gifts over a beneficiary’s lifetime, rather than distributing assets all at once in a lump sum

Our goal is select the necessary documents suitable to your individual needs and make sure your personal wishes are executed. We will discuss your individual circumstances in person and create an estate plan that is specifically tailored to meet your needs.