We are committed to helping you plan for the hardest times in life - when you are incapacitated, and when you pass away.
The decision between a will-based estate plan and a trust-based estate plan will ultimately involve a lengthy conversation with your attorney.
A will-based estate plan is for everyone. Having a will won't allow you to avoid probate, but it will allow you to designate your specific wishes in a straightforward manner.
Trusts are a key tool when your primary goal is to avoid probate. Trusts can also be used for special needs planning, charitable donations, and asset protection.
If you already have an estate plan, is it up to date? Please download this free resource to check your existing estate planning documents.
A power of attorney grants the authority to an appointed individual to act on your behalf in the event of your incapacitation. This crucial legal instrument enables you to designate a trusted person, such as a spouse, parent, or any other reliable individual, to make decisions on your behalf.
The document also known as a "living will" serves as a comprehensive guide outlining an individual's medical care preferences in situations where they are unable to make decisions due to incapacitation.
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