Estate Planning Solutions

Your estate is comprised of everything you own: your home, car, bank accounts, furniture, personal possessions, investments, and more. Protect your estate with a plan.

If you already have an estate plan in place with documents such as a trust and/or a last will and testament, we can help you with a review to ensure your plan is still in line with your wishes.

Without a proper estate plan in place the potential risk includes losing control over who inherits your assets, who and how your minor children are cared for – even your own care if you become incapacitated. This could take both a financial and emotional toll for you and your loved ones, and more than likely a court will need to be involved to make the final decisions.

How we can help you

Some of the most common estate planning solutions we prepare are:

  • Living Trusts
  • Last Will & Testaments
  • Burial Instructions
  • Powers of Attorney: Financial, Medical, and Mental Health
  • Living Will
  • HIPAA Paperwork (Authorization to Physicians Letter)
  • LLC Filing & Business Formation

Contact GCPA today

We offer complimentary and no obligation meetings to find out more about your needs and to see if our services are right for you. Fill out the form below to start the conversation.

Do I need a Will or a Trust?

The fact is, the more complex your estate, the more you need a proper estate plan in place. While not everyone needs a revocable living trust, they certainly become better options as your estate grows.

A living trust and a will can accomplish similar objectives, such as distributing your estate upon your passing. The main difference is that a will cannot own assets, while a trust can. This gives the person managing a trust (trustee) the ability to control the assets and direct the estate during and after the lifetime of the creator.

Ideally if you are creating a trust, you will also have a will as there are some types of assets that cannot be owned by the trust. In the event that some assets are not transferred into the trust, the will can act as a back up to distribute your estate to your loved ones.