Thoughtful estate planning offers peace of mind, knowing that those you care about are protected and your legacy is well-preserved and secure. Estate planning is about titling and organizing your assets so that you and your loved ones are protected in the event of your death or incapacity. Legal documents such as wills, trusts, powers of attorney, and healthcare directives ensure your wishes are carried out, your loved ones are provided for, and minimizes potential legal and financial hurdles.
An Estate Plan includes:
- Revocable Living Trust
- Last Will and Testament
- Financial Power of Attorney
- Medical Power of Attorney
- Living Will/Advanced Directive
- HIPAA Release
- Declaration of Last Remains
- Advice on Beneficiary Designations, Lifetime Gifting, and Joint Ownership
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