Wills and Trusts
One of the most important things you can do to give yourself and your family peace of mind about the future is to create an effective estate plan. While creating a Last Will and Testament is certainly a good starting place, there are other options and issues to consider as well.
A power of attorney document can give directions to an agent on how your financial, health care and personal affairs should be handled should you become incapacitated. A trust can provide for both you and your spouse or other dependents when you are unable to as well as provide protections for your heirs on their inheritances in the future. Parents can nominate guardians and manage money for their minor children. Financial and banking institutions can help with beneficiary designations for all types of accounts helping to keep your money out of probate, an often time- and money-consuming process. Some people even find ways to provide for those non-human members of the family, such as by setting up a pet trust or fund.
Contact us today and set up a consultation to discuss which estate planning strategies are best for you and your family!
Services Provided:
A power of attorney document can give directions to an agent on how your financial, health care and personal affairs should be handled should you become incapacitated. A trust can provide for both you and your spouse or other dependents when you are unable to as well as provide protections for your heirs on their inheritances in the future. Parents can nominate guardians and manage money for their minor children. Financial and banking institutions can help with beneficiary designations for all types of accounts helping to keep your money out of probate, an often time- and money-consuming process. Some people even find ways to provide for those non-human members of the family, such as by setting up a pet trust or fund.
Contact us today and set up a consultation to discuss which estate planning strategies are best for you and your family!
Services Provided:
- Last Will and Testaments
- Revocable Living Trusts
- Testamentary Trusts
- Irrevocable Trusts
- Pet Trusts
- General Financial Powers of Attorney
- Specific Powers of Attorney
- Health Care Directives (Patient Advocate)
- Burial and Funeral Directives
- Asset Protection
- Special Needs Trusts
- Will Codicils