Let’s Start Protecting Your Legacy

At what point should I start estate planning?” is one of the most common question we get and the answer is NOW

 

Trust

A Trust allows you a certain level of control over your Estate that Wills cannot provide. The beauty of a Trusts is that it allows YOU to decide how and when your assets will be distributed. If you have a business or young children, a Trust is  a great way to ensure your wishes are executed. 

Our Trust Package Comes Complete with the following:

  • Revocable Living Trust

  • Schedule of Assets

  • Last Will & Testament

  • Power of Attorney

  • Trust Funding Guide

  • Certification of Trust

 

Will

A Will may just be one of if not, the most important document that you ever write! Properly executing a Will allows you to select the persons who will receive what you own when you die. If you don't have one in place, you cannot select the recipients of your property which means the state you reside in will determine how your property is divided on top of your estate having to cover probate fees! 

The Will & Testament Package Comes Complete with the following:

  • Last Will & Testament

  • HIPAA Authorization

  • Power of Attorney

 

Power of Attorney

Who Needs a Power of Attorney? Anyone who wants to permit another person to perform certain legal acts on his or her behalf needs a power of attorney (or POA). A power of attorney document can allow another person to handle financial matters, make health care decisions, or care for your children.

The POA Package Comes Complete with the following:

  • HIPAA Authorization &

  • Power of Attorney