Estate Planning

Estate planning is the process of determining who will receive your assets and handle your responsibilities after your death or incapacitation. Our office will guide you through this process by discussing your current financial goals as well as your financial goals for your future. We will help you ensure that your beneficiaries receive your assets in the manner that is most cost-effective to both you and them, whether that is transfer by a Last Will and Testament, by a Trust, or in some other manner. We will also help ensure that you are taken care of as determined by your specific instructions if you are incapacitated either physically or mentally during your lifetime.

Depending on your specific needs, Estate planning may include:

• A Last Will and Testament. This is a document which directs the Executor of your Estate how they should distribute your assets after your death.
• Trust. Trust come in many different forms depending on your specific needs:

• Revocable
• Irrevocable
• Special Needs
• Pet Trust

• Durable Power of Attorney (Financial). This document allows your agent to act on your behalf financially while you are still alive but in the event that you become either physically or mentally incapacitated.
• Healthcare Power of Attorney. This document allows your agent to act on your behalf to make medical decisions while you are still alive but in the event that you become either physically or mentally incapacitated. Living Will. This document dictates your wishes for end-of-life circumstances including, but not limited to your wishes regarding intubation, intravenous food/water, etc.