Estate Planning

Estate Planning

We do everything on a flat fee basis, agreed to in advance.
We help you proactively create an estate plan.

What we provide:

Revocable Living Trusts:
A revocable living trust serves as a vital written agreement between the trust maker and the trustee, outlining asset management for the benefit of chosen beneficiaries. Typically, the trust maker assumes roles as trustee and beneficiary during their lifetime, offering clear directives on asset distribution and management in cases of mental incapacity. Additionally, living trusts provide guidance on asset distribution upon the trust maker’s passing.

Wills:
Without proper estate planning, loved ones may encounter difficulties accessing intended assets in a timely manner, potentially leading to court intervention in asset allocation. Crafting a last will and testament with our assistance streamlines the probate process, ensuring a smooth transition of assets without undue state interference.

Medical Power of Attorney:
A medical power of attorney empowers individuals to plan for future medical care scenarios, ensuring decisions align with personal preferences in situations where self-determination is compromised.

Durable Power of Attorney:
By granting a durable power of attorney, individuals authorize trusted agents to make decisions on their behalf, serving as their voice in critical matters. In instances of incapacitation, the agent’s authority extends to essential decision-making processes.

HIPAA Authorization:
A HIPAA Authorization grants explicit consent for covered entities to utilize or disclose an individual’s protected health information, safeguarding privacy rights while ensuring appropriate medical information access when needed.

Scroll to Top