Estate Planning


Traditional Estate Planning

An estate plan includes preparation of Revocable (Living) Trusts, Irrevocable Trusts and Wills. Regardless of the size of your estate, unless you have either a will or trust in place when you pass away, the disposition of your assets may be unclear.

 

Health Care Directives

The creation of a health directive allows individuals to determine the type of care that they receive, and to delegate decision-making authority regarding your health care to others. We can help you ensure that the right persons are named and the decision-making authority they are granted is in accordance with your desires.

 

Durable Powers of Attorney

In the event you should become incapacitated, these documents can be useful to ensure that all of your personal affairs are in order by delegating the power to make important financial decisions to a person of your choosing. It is important that the right persons are named and the decision-making authority they are granted is in accordance with your desires.

 

Special Needs Trust

These trusts are extremely important when dealing with beneficiaries with special needs. If a child is on public assistance, or may be in the future, they will lose these benefits if assets are not held in a special trust.