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.
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