Estate Planning Solutions
Your estate consists 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 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 risks may include: losing control over who inherits your assets, how your minor children are cared for, or who assists you with 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.
We offer complimentary and obligation-free 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.
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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
Do you 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 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. The person managing a trust (trustee) can control 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. If for whatever reason, an asset did not get transferred into a trust, the will can act as a backup to distribute your estate.