​​​Last Will & Testament
The Will has been the cornerstone of most estate plans. By creating a will, you will be able to distribute property to your heirs, name guardians to care for minor children, and name an executor to administer your estate.  Having a will means your estate will pass through probate, which is the process where the state court examines the wills validity and oversees the administration of the estate.

​​​Pour Over Will

Pour over wills are wills used in conjunction with revocable living trusts. Goal of the pour over will is to act as a catch all for assets that have not been put into the trust and therefore are transferred to the trust by the pour over will.

​​​​Financial Power of Attorney
​A durable financial power of attorney allows you to appoint another person to handle your financial affairs in the event you become incapacitated or incompetent.  The appointed person can sign checks, pay bills, sign contracts, and handle all financial affairs on your behalf. 

Healthcare Power of Attorney 

A healthcare power of attorney allows you to appoint another person to make healthcare decisions on your behalf in the event you become incapacitated or incompetent. A healthcare power of attorney will only take effect if you become incapacitated or incompetent and unable to make healthcare decisions for yourself.

Revocable Living Trust
A living trust is a legal document that is used to control the distribution of assets passed to beneficiaries upon death. Like a will, a trust can be revoked or changed during your life. A trust consists of a grantor (creator of the trust), a trustee (manager of the trust property after grantors death), and a beneficiary (person who benefits from and receives trust property).  A grantor can put property into trust during his/her life. After the grantors death, a named trustee will be put in control to manage the distribution of the trust property to the beneficiaries.  The trust can specify whether property is to be given outright or given in installments to each beneficiary. A trust is also an excellent way to minimize the property that passes through probate. 

​​​​Irrevocable Trust
Are used in asset protection planning to protect assets from litigation, long term care expenses, divorce, creditors. As the name states, this type of trust is irrevocable and once assets are transferred they belong to the trust. 

​​Living Will & Healthcare Directive
A living will is a document that provides your doctors and family with clear directions regarding how you want your medical care to be handled toward the end of your life. More specifically, a living will states your desires regarding  extraordinary life sustaining measures and whether they are to be used to artificially prolong your life in the event that you are stricken with a terminal disease or injury.
Other methods used to achieve your estate planning goals include: Joint Ownership, Life Insurance, Retirement Accounts and or Pension Plans, Payable on Death Bank Accounts and Gifts. These methods are not estate planning documents but can be used to distribute property and avoid probate that are set up independently and incorporated into your estate plan.  ESTATE PLANNING DOCUMENT


Blog Articles

1. To control the distribution of your property at death
2. To prevent the state government from deciding for you how your property will be distributed via intestacy laws
3. To make advanced healthcare decisions
4. To appoint medical & financial Powers of Attorney to make decisions for you should you become incapacitated
5. To avoid probate expenses and delays
6. To reduce federal and state estate taxes, capital gains taxes, inheritance taxes
7. To appoint an executor to administer your estate
8. To appoint a guardians to care for minor children, special needs children, incapacitated adults

9. To disinherit people who would otherwise inherit property under intestacy laws
10. To reduce squabbling, confusion and stress on your surviving family during a very difficult timeType your paragraph here.


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​​​What Will Be Your Legacy?

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