Wills & Trusts

Many people think that creating an Estate Plan is too complicated or just too costly to set up.  This is simply not true.  Some people also think that they do not need an Estate Plan until it is too late when their loved ones face challenging problems to transfer assets when one passes away or to access and control assets upon one's disability.  It is also of utmost importance to have an Estate Plan in place when you have minor or disabled children.

 

We are here to provide you with comprehensive legal advice and structure your Estate Plan to fit your specific needs to ensure that all of your assets are protected and seamlessly transferred to your loved ones when you pass away, or that your family members can access and control your assets should you become disabled.  Here is a list of legal documents every successful Estate Plan should include:

 

• Will and/or Trust depending on your personal and family circumstances, including any special needs that you or your family member may have; 

 

• Durable Powers of Attorney for Health Care and Financial purposes;

 

• Beneficiary designations for assets passing outside your Will consistent with your overall Estate Plan, such as life insurance policies, Individual Retirement Accounts, other retirement benefits, payable on death beneficiary designations, and similar assets;

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• Health Care Directive to Physicians regarding life support measures, should you become terminally ill or be in a permanent unconscious condition;

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• Disposition of Remains; and

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• List of Tangible Personal Property, should you decide to dispose of certain personal property in a way different from your Will or Trust.

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Does your Estate Plan protect your assets and your loved ones?  We have skills and experience to help you properly analyze your personal and financial situation and craft a unique Estate Plan tailored to your specific needs.  Contact our office today for more information!