Documents That Should Accompany Estate Planning
Wills, Trusts, and Powers of Attorney are all powerful tools in estate planning. Our attorneys will guide you and advise on the best type of documents to provide you and your family with peace of mind and financial protection.
This legal document states your final wishes. Anyone — and everyone — should have a Will, not just people with complex assets or wealth. You can use your will to give instructions about what to do with your property and assets after they die. But you can also use a Will to:
In addition to advising you on creating a Last Will and Testament, our attorneys also recommend an Advance Health Care Directive (combination of a Living Will and Health Care Power of Attorney). This document provides legal instructions about how to manage your medical care should you become unable to make those decisions yourself. Specific situations listed in the document will indicate when it becomes effective/ activated. It allows you to:
Trusts are legal documents that enable a third party — or Trustee — to manage and hold assets in a fund on behalf of someone else — the Beneficiary. Trusts offer expanded options for managing assets, whether you’re hoping to pass on your wealth to your children or shield it from taxes.
We help with the creation and management of Trusts, including Irrevocable, Revocable or Living Trust, Testamentary Trust, Special and Supplemental Needs Trusts and more.
There are many types of Trusts, and our experienced attorneys can help you determine whether a trust is right for you.
Power of Attorney
A Power of Attorney (POA) grants someone written authorization to act or represent on someone else’s behalf regarding financial, health, business, or other legal matters. Many people use them when planning for long-term care.
What type of POA is right for you? Consider one of these specialized POAs:
Financial POA: This POA grants legal permission for someone to manage your finances and property if you’re unable to do so yourself.
Health Care POA: The HCPOA grants legal permission for someone to manage decisions about your healthcare.
Why Choose Us?
As trusted advisors, we counsel you on Wills, Trusts, and POAs designed to address your own unique situation. We’ll look out for your best interests and make sure you’ve got protection both during your lifetime, with a POA, and after your passing, with a Last Will and Testament.
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